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Archival description
Kitchener and Waterloo Community Foundation fonds.
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Incorporation

Series consists of material relating to the incorporation and organization of the Kitchener and Waterloo Community Foundation. Includes originals and photocopies of bills, by-laws and an Order in the Supreme Court of Ontario.

Kitchener and Waterloo Community Foundation

Information kit.

File consists of one information kit on KWCF. Includes spiral bound book with examples of donation kinds, pamphlets, information sheets about KWCF, and a cheque requisition form.

Kitchener and Waterloo Community Foundation

Information kit : Walter Bean.

File consists of one information kit given out by KWCF from the time the foundation was started by Water Bean. Includes a folder, brochures, information on KWCF, and two letters mailed out by Walter Bean, one of which is signed by him.

Kitchener and Waterloo Community Foundation

Information requests.

Contains material relating to requests for information about the Kitchener and Waterloo Community Foundation. Includes directory update information for several directories, surveys and questionnaires, memoranda and correspondence to and from the Foundation.

Kitchener and Waterloo Community Foundation

International Plowing Match '95 Grants Committee.

Contains minutes of and supporting documents for meetings of the International Plowing Match '95 Grants Committee. Includes a list of the committee members, a news release, lists of grant recipents, invitation to the Grants Awards Ceremony, and a list of companies requesting grant applications.

Kitchener and Waterloo Community Foundation

Investment Committee.

Contains minutes of and supporting documents for meetings of the Investment Committee. Includes quarterly investment report, investment policy, equity lists, and investment operating authorities.

Kitchener and Waterloo Community Foundation

Investment Committee.

Contains minutes of and supporting documents for meetings of the Investment Committee. Includes memoranda, investment policies and objectives, correspondence to the Foundation, Community Foundation of Ottawa Carleton policy statements, investment portfolio statements, and quarterly investment reports.

Kitchener and Waterloo Community Foundation

Investment Committee.

Contains minutes and supporting documents of the Investment Committee. Includes policy approval requests, lists of Foundation securities, information relating to a United Way Trust, and lists of investments.

Kitchener and Waterloo Community Foundation

Investment Committee (file 1 of 2).

Contains material relating to the Investment Committee.

Includes agenda, minutes, photocopied articles, quarterly investment reports, correspondence to and from the Foundation, information on the St. Mary's Hospital Foundation investment policy, lists of the St. Mary's Hospital fund securities by maturity, notes, investment guidelines, investment policies and objectives, memoranda, investment fund summaries, information on the Toronto Community Foundation's investment policies, portfolio allocation information, investment report to the United Way, potential shopping lists of equities, daily bond market quotes, guaranteed investment certificate application, long term Canadas LT Securities (1920-1985) graph, and asset listings.

Kitchener and Waterloo Community Foundation

Job description.

Contains material relating to job descriptions for the Foundation. Includes an administrative assistant job description, a list of roles and responsiblities for regional centres, position descriptions for the Hamilton Community Foundation, a summer student job description for the Kitchener and Waterloo Community Foundation, and a resumé of an applicant for the summer student job.

Kitchener and Waterloo Community Foundation

Journeys in Charitable Giving, Cambridge, Ont., Dec. 8, 2000 : professional advisor's information (file 1 of 3).

Contains material relating to the Kitchener and Waterloo Community Foundation's involvement in the "Journeys in Charitable Giving" workshop for professional advisors held in Cambridge, Ont., Dec. 8, 2000.

Includes printouts of PowerPoint presentation slides on charitable giving, notes, address labels, a list of professional advisors, newspaper clippings, photocopied articles, correspondence to and from the Foundation, a list of firms to be contacted, promotional material on ways of giving to the Foundation through financial advisors, emails, forms and workshop handouts, and workshop package for a similar worshop given by the Community Foundation of Ottawa-Carleton in 1999, "Adventures in Charitable Giving."

Kitchener and Waterloo Community Foundation

Kenneth G. Murray.

Contains files collected by Ken Murray and given to Doug Letson. Includes information about the formation of the Foundation, agenda, information on how to create a community foundation, several transcripts of speeches given by Ken Murray, notes, a transcript of a speech given by J. Allyn Taylor, summary on trends and attitudes of philanthropy, seminar suggestions, transcript of Chairman's remarks, comments made at the Town Meeting of the Kitchener and Waterloo Community Foundation for 1989, and correspondence to the Foundation.

Kitchener and Waterloo Community Foundation

Kierstead's Canada : Waterloo Inn.

Contains material relating to a fundraising event for the Foundation, an art exhibit of the work of James Lorimer Kierstead held at the Waterloo Inn, April 5, 1994. Includes correspondence to and from the Foundation, a reception distribution list, an invitation, and a draft advertisement and invitation.

Kitchener and Waterloo Community Foundation

Kitchener and Waterloo Community Foundation : planned giving (file 1 of 3).

Executive Director's binder containing general information about planned giving, arranged in categories: KWCF Agency Endowment; Managing Endowments; Advantages of Community Foundations; Professional Advisor Marketing; Planned Giving; Fundraising; Other Community Foundations; Annuities/trusts; Life Insurance; Estate Planning; Wills/Bequests; Revenue Canada; Income Tax Act. Includes ephemera, articles, presentations, newsletters, etc.

Kitchener and Waterloo Community Foundation

Kitchener and Waterloo Community Foundation fonds.

Fonds consists of material relating to the history and operation of the Kitchener and Waterloo Community Foundation from its founding in 1984 to the present. It includes correspondence, committee minutes and agendas, ephemera, financial statements, publications, reports, speeches, photographs, sound recordings and video recordings and electronic records.

Kitchener and Waterloo Community Foundation

Kitchener and Waterloo Community Foundation fonds : accruals.

Accrual consists of textual, graphic, and other materials relating to the operations, activities, personnel and events of the Kitchener and Waterloo Community Foundation. Includes financial records, committee information, executive director files, board of directors' files and information, clippings, promotional material, publications, videocassette and sound records, electronic files and other ephemera. Most textual materials were loose when donated.

Kitchener and Waterloo Community Foundation

Kiwanis Music Festival.

Contains snapshots and portraits relating to the Kiwanis Music Festival and for the 1996 annual report. Includes identifications on the verso of some portraits:

Portrait: Jeremy Hutton.
Group portrait: Left to right: Owen Lackenbaur, Jane Humphries.
Group portrait: Left to right: Jane Humphries, Donna [?].

Kitchener and Waterloo Community Foundation

K-W Big Brothers : scholarship fund.

Contains snapshots and portraits relating to the Kitchener and Waterloo Community Foundation and K-W Big Brothers. Includes partial identifications on verso of some photographs:
Left to right: Matthew [?], Jeff [?].
Left to right: Jane Humphries, Donna [?].

Kitchener and Waterloo Community Foundation

K-W Civitan Club.

Contains a portrait of members of the K-W Civitan Club for the Kitchener and Waterloo Community Foundation 1996 annual report. Includes identifications on verso:
Left to right: John Askin (President) and Murray Grose (Treasurer).

Kitchener and Waterloo Community Foundation

K-W Opera.

Contains a photograph of two unidentified individuals from K-W Opera to be used in the Kitchener and Waterloo Community Foundation 1996 annual report.

Kitchener and Waterloo Community Foundation

K-W Symphony.

Contains snapshots and portraits of the Kitchener-Waterloo Symphony relating to the Kitchener and Waterloo Community Foundation's Symphony fund. Includes identifications on some portraits:

Portrait: John Cowperthwaite.
Portrait: John Buckley.
Group Portrait, left to right: Rich Hobson, Margarite Brooke.

Kitchener and Waterloo Community Foundation

Launching luncheon.

Contains material relating to the launching luncheon of the Kitchener and Waterloo Community Foundation, held Oct. 16, 1984. Includes correspondence to and from the Foundation, transcripts of speeches given at the luncheon, preliminary guest list, pamphlets, minutes of the Promotion and Public Relations Committee, photocopied articles, memoranda, original drafts of a report on the concept and objectives of the Foundation, and agenda. Includes text of a speech by J. Alleyn Taylor.

Kitchener and Waterloo Community Foundation

Leadership Waterloo Region.

Contains material relating to the planning for and development of a program called Leadership Waterloo Region, in which the KWCF was a founding partner. This file contains correspondence, concept documents, committee lists, agenda, memoranda, funding application, curriculum vitae of Anne Lavender, and a guide to community leadership programs in Canada.

Kitchener and Waterloo Community Foundation

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