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</o:shapelayout></xml><![endif]--></head><body lang=EN-CA link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><b><span style='font-size:11.0pt;font-family:"Arial","sans-serif";color:#0F243E'>FYI</span></b><i><span style='font-size:8.0pt;font-family:"Arial","sans-serif";color:#0F243E'><o:p></o:p></span></i></p><p class=MsoNormal><i><span style='font-size:8.0pt;font-family:"Arial","sans-serif";color:#0F243E'>LYNNE BROWNE<o:p></o:p></span></i></p><p class=MsoNormal><i><span style='font-size:8.0pt;font-family:"Arial","sans-serif";color:#0F243E'>Executive Director<o:p></o:p></span></i></p><p class=MsoNormal><i><span style='font-size:8.0pt;font-family:"Arial","sans-serif";color:#0F243E'>Alliance to End Homelessness Ottawa<o:p></o:p></span></i></p><p class=MsoNormal><i><span style='font-size:8.0pt;font-family:"Arial","sans-serif";color:#0F243E'>613-241-1573, ext. 314<o:p></o:p></span></i></p><p class=MsoNormal><i><span style='font-size:8.0pt;font-family:"Arial","sans-serif";color:#0F243E'><a href="mailto:lynnebrowne@endhomelessnessottawa.ca"><span style='color:#0F243E;text-decoration:none'>lynnebrowne@endhomelessnessottawa.ca</span></a><o:p></o:p></span></i></p><p class=MsoNormal><i><span style='font-size:8.0pt;font-family:"Arial","sans-serif";color:#0F243E'>171 George Street, </span></i><i><span style='font-size:8.0pt;font-family:"Arial","sans-serif";color:#0F243E'>Ottawa ON K1N 5W5<b><o:p></o:p></b></span></i></p><p class=MsoNormal><b><i><span style='font-size:8.0pt;font-family:"Arial","sans-serif";color:red;letter-spacing:.6pt'><a href="https://mail.ysb.on.ca/exchweb/bin/redir.asp?URL=http://www.endhomelessnessottawa.ca" target="_blank"><span style='color:red'>www.endhomelessnessottawa.ca</span></a></span></i></b><b><i><span lang=EN-US style='font-size:8.0pt;font-family:"Arial","sans-serif";color:red'><o:p></o:p></span></i></b></p><p class=MsoNormal><i><span lang=EN-US style='font-size:8.0pt;font-family:"Arial","sans-serif";color:#0F243E'> </span></i><i><span style='font-size:8.0pt;font-family:"Arial","sans-serif";color:#0F243E'><o:p></o:p></span></i></p><p class=MsoNormal style='margin-left:36.0pt'><b><span lang=EN-US style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span></b><span lang=EN-US style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'> Concerned Community [mailto:ottawacommunityaction@gmail.com] <br><b>Sent:</b> June-14-13 5:13 PM<br><b>To:</b> undisclosed-recipients:<br><b>Subject:</b> Join us at the United Way Ottawa AGM on June 19th<o:p></o:p></span></p><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><b><span style='font-size:14.0pt;font-family:"Arial","sans-serif"'>Please join us at the United Way Ottawa AGM on Wednesday, June 19<sup>th</sup> at 4 pm at the <strong><span style='font-family:"Arial","sans-serif"'>Hellenic Meeting & Reception Centre, 1315 Prince of Wales Drive</span></strong></span></b><o:p></o:p></p><p class=MsoNormal style='margin-left:36.0pt'><span style='font-size:13.5pt;font-family:"Arial","sans-serif"'>Ottawa Community Action (OCA) has had the opportunity to review the Financial Statements to be tabled at the 2013 United Way Ottawa (UWO) AGM. The statements are posted on the UWO website. </span><o:p></o:p></p><p style='margin-left:36.0pt'><span style='font-family:"Arial","sans-serif"'><a href="http://unitedwayottawa.ca/sites/default/files/files/documents/annual-reports/2012-united-way-ottawa-financial-statements-en.pdf">http://unitedwayottawa.ca/sites/default/files/files/documents/annual-reports/2012-united-way-ottawa-financial-statements-en.pdf</a></span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><span style='font-size:13.5pt;font-family:"Arial","sans-serif"'>We appreciate the fact that UWO sent us the Financial Statements approximately 2 weeks in advance of the AGM, thus allowing us the time to develop informed questions. In turn, OCA has sent the<b> following questions</b> to UWO well ahead of the AGM to allow the Board/staff the time needed to respond in full when they are asked from the AGM floor. We all value the opportunity for constructive discussion. Our goal is to build a strong UWO that is as representative of, and responsive to, the community as possible. </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><span style='font-size:13.5pt;font-family:"Arial","sans-serif"'>Our questions build on the progress made through the Investment and Impact Review Report process.</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><span style='font-size:13.5pt;font-family:"Arial","sans-serif"'>The first two questions address the issue of transparency and accountability, particularly in terms of spending that remains internal to UWO (ie. Community Development Strategies, Investment Stewardship, Targeted Community Initiatives, etc.)</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><span style='font-size:13.5pt;font-family:"Arial","sans-serif"'>The third and fourth questions relate to the growing trend towards designated giving as opposed to general donations.</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><span style='font-size:13.5pt;font-family:"Arial","sans-serif"'>The Research questions relate to the future shape of UWO’s fundraising campaigns in the Ottawa area, given the unique demographic and economic characteristics of our City.</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><span style='font-size:13.5pt;font-family:"Arial","sans-serif"'>A number of OCA supporters/community members nominated an excellent candidate for the UWO Board this year and she is included on the slate to be proposed by the UWO Nominating Committee. The candidate is Martha Jackman, Professor of Law at the University of Ottawa. In addition, the slate will include the proposed re-election of Patricia Steenberg, originally nominated by OCA supporters last year. Both will be a valuable asset to the Board over the coming year.</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><b><u><span style='font-size:13.5pt'>Questions Specific to 2012/13 Financial Statements:</span><span style='color:#0F243E'><o:p></o:p></span></u></b></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><span style='font-family:"Arial","sans-serif"'>1.</span><span style='font-size:7.0pt'> </span><span style='font-family:"Arial","sans-serif"'>Based on the Financial Statements and specifically the Statement of Operations, we note that the total Priority Goal Investment is $14.8 million. We also note that included in this amount is expenditure for UW Community Development Strategies of $2.15 million (including a 1 time cost to close the 3C center of $445,000) and expenditure for UW Investment Stewardship of $1.36 million.</span><span style='color:#0F243E'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><span style='font-family:"Arial","sans-serif"'>These 2 UW internal costs items represent 23.7 % of the total priority goal investment. If you back out the 1 time cost to close the 3C center, they represent 20.7% of the total.</span><span style='color:#0F243E'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><span style='font-family:"Arial","sans-serif"'>Our question is whether this ratio of internal costs to priority goal investment is now the new standard and the community can expect that this ratio will not grow in the years to come?</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><span style='font-family:"Arial","sans-serif"'> 2.</span><span style='font-size:7.0pt'> </span><span style='font-family:"Arial","sans-serif"'>The 2012/13 Financial Statements include Schedule 4 - UWO Community Development Expenses. Why is there not a similar schedule outlining the expenses for the UWO Investment Stewardship, for Targeted Community Investments and for Strategic Giving<span style='color:red'> </span>? Can the membership expect these schedules<a name="_GoBack"> to appear in the 2013/14 financial statements?</a></span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><span style='font-family:"Arial","sans-serif"'> 3.</span><span style='font-size:7.0pt'> </span><span style='font-family:"Arial","sans-serif"'>In the 2011/12 Financial Statements there was a schedule (#4) outlining where the Donor Directed Designations went. Why was this schedule dropped for these statements? Will this schedule reappear in the 2013/14 statements?</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><span style='font-family:"Arial","sans-serif"'> 4.</span><span style='font-size:7.0pt'> </span><span style='font-family:"Arial","sans-serif"'> Given that the total amount of campaigns funds that is designated is growing year over year (<b>41.9 %</b> in 2010/11, <b>43.8%</b> in 2011/12 and <b>50.9%</b> in 2012/13) and only a small portion ($811,000 in 2011/12) of these funds are directed to priority goal partners, what strategy does the Board have reverse this trend in order to make more funds available to community agencies?</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><b><span style='font-family:"Arial","sans-serif"'>Research Questions:</span></b><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><span style='font-family:"Arial","sans-serif"'> </span><span style='font-size:13.5pt;font-family:"Arial","sans-serif"'>We have been told that workplace campaigns are becoming less and less productive for the United Way and that UWs across Canada and the US are increasing their focus on individual donors, specifically those major donors who will make very large contributions.</span><span style='color:#0F243E'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><span style='font-size:13.5pt;font-family:"Arial","sans-serif"'>1.</span><span style='font-size:13.5pt'> </span><span style='font-size:13.5pt;font-family:"Arial","sans-serif"'>Have you done or commissioned any Ottawa-specific research into the reasons why workplace campaigns are declining, or have declined, here? If so, is it available to the community?</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><span style='font-size:13.5pt;font-family:"Arial","sans-serif"'> 2.</span><span style='font-size:13.5pt'> </span><span style='font-size:13.5pt;font-family:"Arial","sans-serif"'>Was the 2012 GCWCC donor share (number of donors divided by total federal workforce) less than, the same as, or more than the 2011 donor share? Is it possible that the decline in donor numbers simply reflects a smaller workforce, that is, available donor pool?</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><span style='font-size:13.5pt;font-family:"Arial","sans-serif"'> 3.</span><span style='font-size:13.5pt'> </span><span style='font-size:13.5pt;font-family:"Arial","sans-serif"'>The fundraising experience of other UW cities might not be directly applicable to Ottawa. For example, a very rough calculation suggests that Toronto’s private sector is 17% larger than Ottawa’s, while Ottawa’s public sector is twice as large as Toronto’s. Do you have Ottawa-specific data to indicate how this mix will play out in terms of the potential pool of large donors in this city? If so, are these data available to the community?</span><span style='font-size:11.0pt;font-family:"Arial","sans-serif";color:#0F243E'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;margin-left:36.0pt'><span style='font-size:13.5pt;font-family:"Arial","sans-serif"'>4.</span><span style='font-size:13.5pt'> </span><span style='font-size:13.5pt;font-family:"Arial","sans-serif"'>Leaving aside government and foundation funding, can you project the amount of revenue likely to be generated for TCI’s from major Ottawa donors over the next year? The next 5 years? And if so, are these data </span><span style='font-size:13.5pt;font-family:"Arial","sans-serif"'>available to the community?</span><span style='color:#0F243E'><o:p></o:p></span></p><p class=MsoNormal style='margin-left:36.0pt'>-- <o:p></o:p></p><div><p class=MsoNormal style='margin-left:36.0pt'><b><span style='font-size:13.5pt'>Ottawa Community Action</span></b><o:p></o:p></p></div><div><p class=MsoNormal style='margin-left:36.0pt'><i>"Put Community First" at United Way Ottawa</i><o:p></o:p></p></div><div><p class=MsoNormal style='margin-left:36.0pt'><a href="http://www.putcommunityfirst.ca" target="_blank">www.putcommunityfirst.ca</a><o:p></o:p></p></div><div><p class=MsoNormal style='margin-left:36.0pt'>Join the conversation on <a href="https://www.facebook.com/pages/Put-Community-First/283799898305520" target="_blank">our Facebook page</a><o:p></o:p></p></div><div><p class=MsoNormal style='margin-left:36.0pt'>Follow us on <a href="https://twitter.com/#!/PutCommunity1st" target="_blank">Twitter</a><o:p></o:p></p></div></div></div></body></html>