d3 - getting to 10%: inspiration, education, transformation
TRANSCRIPT
Getting to 10%
Sara Lyons, Community Foundations of Canada
CFC 2015 | Calgary
200M
4.6B
2014
2014
A Movement in Dynamic Growth
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Communities served by a Community
Foundation
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Inspirit Foundation
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“Pluralism for young Canadians of different religious, spiritual and secular backgrounds”
Current Mission Framework = Condition in which Pluralism can thrive:
• Culture and Diversity
• Healthy Communities
• Livelihoods
• Climate Change
Every investment has an impact in relation to these conditions
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$1M
4% grants disbursement
+/- $1M in grants
Fund balance >$1M
The Power of Endowments
$1,000,000
20 YEARS
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Should a foundation be more than a private investment company that uses some of its excess cash flow for charitable purposes?
Do you ever wonder if your foundation is doing more harm than good?
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As of 2014, Community Foundations, collectively, had $180M in mission related investments: $150 in screened investments and $30M in impact investments
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Barriers• Market maturity-> investment opportunities• Emphasis on the local impact• Lack of internal capacity to source and
structure deals• Capital risk and potentially lower returns
…CULTURE
