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Archival description
Kitchener and Waterloo Community Foundation fonds.
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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

Board of Directors.

Contains minutes, agendas and supporting documents for meetings of the Board of Directors.

Includes policy proposals, financial information, reports of committees to the Board, memoranda, lists of securities, form letters, photocopy of "Notice of designation as a public foundation" from Revenue Canada, brochures, correspondence to and from the Foundation, resolution regarding qualified donees, schedule of assets, a copy of Bill Pr11 "An Act to incorporate the Kitchener and Waterloo Community Foundation," a pamphlet on a local radio station the "Wired World : Waterloo County community media," and a photocopied article.

Kitchener and Waterloo Community Foundation

Newsletters

Series consists of the Kitchener and Waterloo Community Foundation's newsletters. The newsletter was published as "Fall Update" between 1985 and 1999. In 2000 the newsletter was renamed "Encounters" and continued to be published annually in the fall.

Kitchener and Waterloo Community Foundation

Newsletters

Series consists of newsletters published by Kitchener and Waterloo Community Foundation. Includes copies of President's letters, Encounters, and KWCF Update.

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

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

Letters of appreciation.

Contains correspondence to and from the Kitchener and Waterloo Community Foundation. Includes correspondence from John English, M.P., correspondence from the House of Commons, and newspaper clippings.

Kitchener and Waterloo Community Foundation

Miscellaneous.

Executive Director's (Jane Humphries) working file relating to the KWCF Foundation vision and mission statements, strategic planning, goals and objectives.

Kitchener and Waterloo Community Foundation

Nevada ticket sales : licence.

Contains material relating to Nevada ticket sales. Includes invoices, notes, photocopies and original copies of lottery licences, lottery report forms for the City of Waterloo, correspondence to and from the Foundation, break open ticket lottery reports, and memoranda.

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

Nevada ticket sales : reports.

Contains material relating to Nevada lottery ticket sales. Includes Nevada break open ticket lottery report worksheets, balance sheets, invoices, photocopied cheques, City of Waterloo analysis of break open tickets, photocopies and original copies of lottery licences, correspondence to the Foundation, memoranda, notes, completed Nevada ticket permission form.

Kitchener and Waterloo Community Foundation

Board of Directors.

Contains minutes of and supporting documents for meetings of the Board of Directors. Includes investment policy, media and public relations plans, notes from conferences, correspondence to the Foundation, agreements between the Foundation and local companies, financial statements, comparative and actual budgets, resolutions, investment operating authorities, information on by-law changes, summary of Canadian Community Foundations, and grant guidelines.

Kitchener and Waterloo Community Foundation

Promotion, Ephemera

Series consists of material relating to the promotion of the Kitchener and Waterloo Community Foundation. Includes samples of the Foundation's logo, correspondence, a presentation printout, a Community Foundations of Canada 1994 annual report, promotional outline, ephemera, and "Our Millennium" project posters.

Kitchener and Waterloo Community Foundation

Promotion, Ephemera

Series consists of materials relating to the promotion of Kitchener and Waterloo Community Foundation, as well as ephemera. Includes clippings, articles, advertisements, and miscellaneous ephemera.

Kitchener and Waterloo Community Foundation

Operating budgets.

Contains material relating to operating budgets. Includes operating budgets, balance sheets, comparative and actual budgets for the operating account, notes, operating fund continuous pledges with names of companies pledging, lists of donations, synopsis of the Hallman Fund, and memoranda.

Kitchener and Waterloo Community Foundation

Our Millennium.

Contains material relating to the KWCF involvement in "Our Millennium" National Project.

This project was a Community Foundations of Canada initiative, aimed at encouraging groups to make millennium "gifts" to their communities. Includes a report on the project, magazine clippings, memoranda, "Our millennium" Steering Committee minutes, correspondence to and from the Foundation, Steering Committee strategic action plan (April 2000), request for funding, advertising campaign radio scripts, public service announcement print campaign, "Our millennium" update, agenda, terms of reference, newsletters, and photocopied articles. Karin Voisin's file.

Kitchener and Waterloo Community Foundation

Panabaker : dinner.

Contains material relating to a dinner held Nov. 30, 1993 in Past President John Panabaker's honour. Includes dinner programmes, correspondence to and from the Foundation, dinner invitations, and a list of John Panabaker's contributions to the Foundation.

Kitchener and Waterloo Community Foundation

Professional Advisors' Kit.

Executive Director's (Jane Humphries) working file relating to the development of the "Professional Advisors' Kit" . The kit contains information on how and why to give to the KWCF. As well as a final version of the kit, the file contains working copies, drafts with corrections and additions, handwritten notes, correspondence, flyers, and an invitations to the launching of the "Professional Advisors' Kit," Sept. 30, 1993.

Kitchener and Waterloo Community Foundation

Promotion and Public Relations Committee.

Contains material relating to membership in and activities of the Promotion and Public Relations Committee. Includes correspondence , agendas and minutes, membership list, memoranda, press releases, notes, photocopied articles, ephemera, clippings, and transcripts of speeches given by W.A. Bean and Kenneth G. Murray.

Kitchener and Waterloo Community Foundation

Media.

File consists of media and press releases for KWCF as well as newspaper clippings and photocopies of newspaper articles.

Kitchener and Waterloo Community Foundation

Public Trustee.

Contains material relating to the Ontario Ministry of the Attorney General, Office of the Public Trustee, Charities Division. Includes correspondence to and from the Foundation, photocopied articles, lists of Board of Directors, and notes.

Kitchener and Waterloo Community Foundation

Rogers video update.

Contains material relating to the Rogers Community cable television program on the Foundation, first made in 1985 and updated in 1987. Includes scripts, correspondence, ephemera, notes and minutes.

Kitchener and Waterloo Community Foundation

Clippings

Series consists of clippings and articles relating to the Kitchener and Waterloo Community Foundation. Includes newspaper clippings, advertisements, a financial statement and budget, articles, correspondence, memoranda, exhibit announcements, photographs, newsletters, brochures, and flyers.

Kitchener and Waterloo Community Foundation

Board of Directors.

Contains minutes of and supporting documents for meetings of the Board of Directors. Includes operating accounts, forecasts, memoranda, discussion papers, recommendations, investment policies and objectives, financial statements, asset development plans, media and public relations plan, work report schedules, photocopied articles, budget information, form letters, and brochures.

Kitchener and Waterloo Community Foundation

Strategic Plan, 1996.

Contains material relating to strategic planning sessions held in 1991/92, 1995/96 and March 1999. Includes materials prepared and distributed, reports, correspondence, minutes and agendas. Includes a strategic planning workbook prepared for the March 1999 Board Retreat.

Kitchener and Waterloo Community Foundation

Strategic planning package.

Contains material relating to a strategic planning presentation. Includes presentation notes, a copy of the 1999-2000 Strategic Plan for the Winnipeg Foundation and overhead transparencies for the presentation.

Kitchener and Waterloo Community Foundation

Town Meeting, 1989-1991.

Working file relating to the Kitchener and Waterloo Community Foundation Town Meetings. Includes invitations to the 1989, 1990 and 1991 Town Meetings, correspondence to and from the Foundation, correspondence from M.P.P. Will Ferguson, transcript of remarks from the 1990 and 1991 Town Meetings, press releases, photocopied articles, list of grants presented at the 1989 and 1991 Town Meetings, invoices, a copy of the 1989 "Fall Update," notes, and newspaper clippings.

Kitchener and Waterloo Community Foundation

Town Meeting, 1992.

Working file relating to the Kitchener and Waterloo Community Foundation Town Meetings. Includes invitations, the 1991 annual report, agenda, newspaper clippings, news releases, memoranda, correspondence from the Foundation, photocopied articles, notes, remarks from the Town Meeting, list of grants given for 1992, and invoices.

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

Town Meeting, 1993.

Working file relating to the Kitchener and Waterloo Community Foundation Town Meetings. Includes press releases, agendas, receipts, invitations, correspondence to and from the Foundation, photocopied articles, copy of the 1991 and 1992 annual reports, copy of the 1992 "Fall Update," notes, invoices, copies of remarks and addresses, list of grants awarded, minutes, and a list of attendees.

Kitchener and Waterloo Community Foundation

Town Meeting, 1994 and 10th Anniversary Gala (file 1 of 3).

Contains material relating to the 10th Anniversary of the Kitchener and Waterloo Foundation and the Foundation's Town Meetings, originally housed in binder, divided into categories: To do; 10th Anniversry Council; Media; Invitations; Gala Dinner; Entertainment; Thank-You's; Town Meeting; A.V. Script; Cable T.V. Show; Printing; Other 10th Celebrations. Includes correspondence, minutes, ephemera, clippings, news releases and working papers, including notes and draft scripts.

Kitchener and Waterloo Community Foundation

Town Meeting, 1995.

Working file relating to the Kitchener and Waterloo Community Foundation Town Meeting for 1995. Includes invitations, memoranda, agenda, transcript of President's remarks, speech by Peter C. Maurice, press releases, photocopied articles, script for slide presentation, media information, advertisement for the Town Meeting, correspondence from the Foundation, names of attendees at the meeting, canvasser list of names of donors with amount donated, list of grants awarded by the Foundation in 1994, invoices, and a list of operating support companies.

Kitchener and Waterloo Community Foundation

Board of Directors.

Contains minutes of and supporting documents for meetings of the Board of Directors. Includes minutes, appointment of Honorary Director, Governance Committee terms of reference, grant histories, the "Outgoing President's report," signing resolutions, policies, "Our millennium" presentation notes, investment policies and objectives, financial statements, committee reports, investment fund statements, Board appointments, and award information.

Kitchener and Waterloo Community Foundation

Historical and Topical

Series consists of historical and topical materials relating to Kitchener and Waterloo Community Foundation. Includes an information package created by Walter Bean, and biographies and interviews with past-presidents of KWCF.

Kitchener and Waterloo Community Foundation

Historical and Topical

Series consists of material collected by Kenneth G. Murray and the Our millennium scrapbook. Includes an agenda, correspondence, notes, brochures, booklets, photographs, newspaper clippings, invitations, announcements, reports and "Our millennium" gift registry.

Kitchener and Waterloo Community Foundation

Town Meeting, 1996.

Working file relating to the Kitchener and Waterloo Community Foundation Town Meeting for 1996. Includes invitations to the meeting, a list of companies receiving certificates of appreciation at the meeting, text of speech by Ronald G. Gage, press releases, agenda, list of funds established, correspondence to and from the Foundation, newspaper clippings, memoranda, names of attendees at the meeting, copies of the 1996 Town Meeting presentation script and President's remarks, and canvasser lists with names of donors and pledge amounts recorded.

Kitchener and Waterloo Community Foundation

Town Meeting, 1997.

Working file relating to the Kitchener and Waterloo Community Foundation Town Meeting for 1997. Includes invitations to the meeting, form letters, copies of thank-you's to Town Meeting sponsors, Town Meeting working agenda, photocopied articles, Town Meeting presentation script, transcript of remarks by Ken Murray, news releases, invoices, and notes.

Kitchener and Waterloo Community Foundation

Travelling exhibit and video : International Plowing Match.

Working file relating to a travelling exhibit put on by the Kitchener and Waterloo Community Foundation at the International Plowing Match. Includes photocopies of slides: a list of companies who donated operating support to the Foundation, portraits of KCF personnel and committee members, Directors, Presidents, etc., correspondence regarding printing services, media publicity information, and draft storyboards.

Kitchener and Waterloo Community Foundation

Unitization : Kitchener and Waterloo Community Foundation funds.

Executive Director's (Jane Humphries) file of material relating to the unitization of funds. Includes balance sheets, unitization information reports, capital and income allocations, investment fund statements, notes, notes of meetings, correspondence to and from the Foundation, operating account statements, memoranda, allocation of expenses, "Report on fund unitization system," and examples of unitization from other community foundations.

Kitchener and Waterloo Community Foundation

Waterloo Law Association.

Contains material relating to a promotional article, "A charitable alternative," for the the Waterloo Law Association Newsletter, vol. 5, no. 1, 1993. Includes notes, correspondence, draft and copies of the newsletter.

Kitchener and Waterloo Community Foundation

Banff Centre for Management : Planned Giving for Canadian Fundraising Professionals, Barrie, Ont., Oct. 26-30, 1993.

Consists of a photocopy of a conference package with annotations. Includes a list of the Banff Centre Faculty, a list of conference participants, agenda, introduction, assignments and case studies from the conference, and information on : tax aspects; charitable gifts, issues and opportunities; charitable remainder trusts; bequests; life insurance; marketing; planned giving; administration; and ethics and liability issues.

Kitchener and Waterloo Community Foundation

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