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Archival description
Kitchener and Waterloo Community Foundation fonds.
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Donations : stocks.

Information file belonging to the Executive Director (Jane Humphries) containing material relating to gifts of securities. Includes correspondence to the Kitchener and Waterloo Community Foundation, photocopied articles, newspaper clippings, notes on donating personally owned securities, and a bulletin on the Income Tax Act.

Kitchener and Waterloo Community Foundation

Donors : operating support (history) (file 1 of 2).

Contains material relating to funds donated by corporations.

Includes information about a "mini campaign" held in 1993 to raise funds "from the corporate sector to offset operating costs of the Foundation." Includes correspondence to and from the Kitchener and Waterloo Community Foundation regarding contributions, form letters, a list of prospect companies for operating support, memoranda, a list of operating fund pledges, notes, a list of Operating Support Sub-Committee members, minutes, operating expenses, and a certificate for a plot at Memory Gardens [estate of S. Mann, misfiled?].

Kitchener and Waterloo Community Foundation

Estate Planning Council.

Contains material relating to distribution of the KWCF's "Professional Advisor's Kit" to members of the Estate Planning Council, following presentations by the KWCF. Includes correspondence and mailing lists.

Kitchener and Waterloo Community Foundation

Fundraising : 1986-1989.

Contains material relating to fundraising. Includes copies of fundraising form letters sent to individuals, internal list of donors to June 30, 1986, a list of pledges and potential donations from September to December 31, 1987, memoranda, draft form letters, and notes.

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

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

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

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

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

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

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

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

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

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

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

Canadian Association of Gift Planners : "Field of Dreams," Conference '95, Toronto, Ont., April 20-22, 1995 (file 1 of 2).

Contains material relating to the second annual conference of the Canadian Association of Gift Planners, for which Jane Humphries served as a Mentor. Includes memoranda, correspondence to and from Jane Humphries, list of attending delegates, conference package with notes and correspondence inserted.

Kitchener and Waterloo Community Foundation

Community Foundations of Canada : "Celebrating the Common Wealth of Our communities" : fourth national conference, London, Ont., May 23-25, 1996 : planning file.

Working file belonging to Jane Humphries who was on the program committee for this conference. Includes a conference registration package, correspondence to the Foundation, memoranda, conference schedule, conference session descriptions, lists of speakers and presenters, form letters, conference program outlines, session overviews, notes, timelines, minutes of the Conference Program Committee, blank session outline sheets, and a conference program.

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

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

Town meeting, 1993.

Contains material relating to the Kitchener and Waterloo Community Foundation's 1993 town meeting. Includes memoranda, notes, summary of grant applications, seating lists, a technical schedule, and mounted and unmounted slides.

Kitchener and Waterloo Community Foundation

Town meeting : slide show, 1994.

Contains material relating to a town meeting slide show. Includes an agenda, script, technical schedule, seating plan, slide list, notes, meeting minutes, memoranda, correspondence from the Foundation, a sample invitation, event planning notes, and slides.

Kitchener and Waterloo Community Foundation

Volunteer Action Centre.

Contains snapshots and portraits of Kitchener and Waterloo Community Foundation staff and Volunteer Action Centre staff and volunteers. Includes identifications on some portraits:
Left to right: Sara Burrows, Reva Cooper.
Left to right: Jane Humphries, Owen Lackenbaur.

Kitchener and Waterloo Community Foundation

Board of Directors

Series consists of materials related to the Board of Directors of the Kitchener and Waterloo Community Foundation and their activities and duties. Includes manuals, handbooks, and member information including appointments and resignations.

Kitchener and Waterloo Community Foundation

Board of Directors manual.

File consists of one Board of Directors manual, maintained in a binder, subdivided by category. Includes memberships lists for the board of directors and past boards, as well as committees; local foundation and media contacts; minutes from board of director meetings; and company information including the act of incorporation, by-laws and the strategic plan.

Kitchener and Waterloo Community Foundation

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