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By: Giftabulator  09-12-2011
Keywords: calculator

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Fed up fundraising professionals are turning to Canadian-based FUNDING matters to break status quo and take them to greater heights

TORONTO, Oct. 16 /CNW/ - Canadian Bill Petruck started FUNDING matters® Inc. (FmI) ten years ago in response to a fundraising industry that was stuck in the same old traditional ways of raising money. Seeking to shake things up, Petruck developed innovative new services and methods to help organizations take their fundraising efforts to greater heights.

"Donors are looking at different ways to be involved and campaign strategists are evaluating the results of conventional tactics," said Bill Petruck, President of FUNDING matters Inc. "People are busy, they want to focus on a few causes that they care about, and they want to make an impact. As well, they are looking at their charitable contributions as an investment and are examining organizations in the same way."

"People don't want to be passive about their philanthropy, they want to roll up their sleeves and get involved. They want to be educated about the organization's cause and how their contribution will make a difference. They want be informed of the benefits to them as donors and be engaged in the process," added Petruck.

"Over the past ten years, we have found Canadians to be increasingly generous," continued Petruck. "However there are many potential donors with capacity who may be giving at lower levels today or are being ignored all together since fundraising professionals aren't involving the whole family in their legacy planning."

Organizations and donors appear to be taking notice of FmI's impressive results as FmI has recently secured some major new client wins and philanthropic commitments:

Working with the Japanese Canadian Cultural Centre (JCCC) - - on their over $13 million Capital Campaign, FmI secured the landmark contribution of $3 million from Yone Kobayashi. This final phase of the campaign should culminate in the completion of the largest Japanese cultural centre outside of Japan in early 2008.

FmI and the Rouge Valley Health System Foundation have been working together to educate wealth advisors, lawyers and accountants in how to discuss philanthropy with their clients. The greatest challenge for most personal advisors is to determine the values and views with respect to tax minimization and generational wealth transfer. FmI's approach incorporates philanthropy as a holistic approach to wealth management. Rouge Valley Health System is the leading health care facility serving the eastern part of the Greater Toronto Area as well as Ajax and Pickering in Durham Region.

FMI developed the Ukrainian Canadian Care Centre's Home with a Heart Campaign - - that was jump-started with a $1.5 million gift from philanthropists Ian Ihnatowycz, President and CEO of Acuity Investments Management Inc. and his wife, optometrist Dr. Marta Witer. This gift is the largest single donation to a Ukrainian Canadian organization. As well, FmI secured a $6 million investment from Infrastructure Ontario - the first of its kind for a long-term care home. On-site counsel supports the broad-based high profile Campaign Cabinet who is engaging many new major donors to this important community service. In addition to raising capital and establishing an endowment fund, FmI is implementing a planned giving program, and is responsible for communications and annual giving for the Care Centre.

"Fundraising is also about having the right mix of public and private partnerships and philanthropists," continued Petruck. "Philanthropists, industry and governments want to know that they are committing to campaigns that will bring change and organizations that will be successful. And, they cannot support or commit to funding the whole campaign alone, so these partnerships are crucial to the mix."

Richmond Hill Centre for the Performing Arts - - kicked off its Capital Campaign for the new Yonge Street centre targeted for Fall 2008 opening with the $1 million contribution of Fred de Gasperis, subsequently FmI secured a $100,000 commitment from Enbridge for programming as well as the largest ever grant towards new construction from the government of Canada through the Cultural Spaces, $2,000,000.00.

In April, the world's leading fashion institutes and designers gathered at Toronto's Ryerson University for extreme Fashion - The International Foundation of Fashion Technology Institutes (IFFTI) 2007 conference. Over the four days, Ryerson's School of Fashion was the fashion centre of the world. Design educators, trend setters, fashion followers and Ryerson's fashion students shared, challenged, explored and inspired the fashion and design industry. Ryerson called on FmI to develop the sponsorship program, secure major funding from government and industry partners to support the conference.

Several of the major gifts secured for these campaigns used FmI's - a unique investment tool that illustrates the benefits of asset based giving. This philanthropic calculator for charitable giving demonstrates to donors how they can maximize their philanthropic impact while maintaining their annual income and growing their assets.

About FUNDING matters® Inc.

FUNDING matters(R) Inc. - - is one of the largest Transformational Philanthropy firms for capital, program and endowment funding in the philanthropic sector. FUNDING matters® Inc. has an unprecedented track record and solid reputation working with nonprofits, high net worth individuals and their advisors regarding asset based philanthropy and asset replacement strategies utilizing our innovative proprietary tool .

- A Complement to Philanthropic Wealth Management

is a powerful software tool for philanthropic advisors of High Net Worth Individuals. explains the benefits of asset based giving by efficiently demonstrating wealth replacement strategies. has the capability of undertaking real time financial and philanthropic scenarios which can also be adjusted during the presentation to account for asset size, income, expenditure, inflation, yield, percentage towards philanthropic giving, securities-based gifts and asset replacement.

It calculates a number of variables, including the clients' assets, income, expenses, the rate of inflation and yield on assets - and quickly assesses tax deductions and wealth replacement growth strategies. Essentially, is a flexible, easy to use, online server-based asset replacement philanthropic calculator. 's patented software complements the personal financial planning process for individuals, their advisors and charities.

To learn more about or to download a demo version go to

The information in this article was current at 06 Dec 2011

Keywords: calculator

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