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  • GIFTABULATOR® beta now available for U.S. market

    Jun 1, 2014

    FUNDING matters® inc. has released the beta version of GIFTABULATOR® for the United States market, making the only online and mobile Estate and Philanthropic Planning Platform available throughout North America.

    GIFTABULATOR® is an intuitive, interactive app that shows how to minimize taxes while demonstrating the potential giving capacity of every individual. GIFTABULATOR® is an invaluable tool for charities and financial professionals striving to help donors and clients support their favourite causes without sacrificing their lifestyle of choice.

    Easy to use and understand, GIFTABULATOR® now offers U.S. taxation scenarios to help clients project future assets, understand the impact of charitable giving on one's lifestyle, calculate the burn rate of assets and the tax implications for both the client and the beneficiaries of an estate.

    GIFATABULATOR beta free trial is currently available at http://app.giftabulatorusa.com

    FUNDING matters® is one of Canada's most innovative consulting firms specializing in fund development, philanthropic sector advisory services, and software and app development.

  • The RCMP Heritage Centre to Enhance Donor Relations

    Mar 19, 2014

    Regina, SK - March 19, 2014 - With over 80,000 registered charities in Canada competing for donor dollars, the RCMP Heritage Centre will improve its relationship with donors and engage in discussions with both ?쏤riends??of the RCMP Heritage Centre and Veterans of the RCMP with the GIFTABULATOR® software.

    Based in Regina, Saskatchewan, the "Friends" of the Mounted Police Heritage Centre have been a constant source of charitable revenue in support of the RCMP Heritage Centre which is a non-profit, charitable organization generously supported by donors, volunteers and guests who enable it to carry on its vision of commemorating and sharing the story of the RCMP with the world. The RCMP Heritage Centre has licensed the online GIFTABULATOR® application created by FUNDING matters® inc. and, in partnership with the "Friends" will educate its donors, members of the "Friends" and the Veterans of the RCMP on the mutual benefits of estate planning and charitable giving.

    GIFTABULATOR® is a tool that has helped organizations raise millions of dollars for not for profit organizations and build operational sustainability while enabling them to focus on long-term development goals. "Since over 60% of adults over the age of 50 do not have current estate plans, with GIFTABULATOR®, the "Friends" of the Mounted Police Heritage Centre will be able to engage individuals and help them understand why estate planning should take place and show how to maximize tax-credits by factoring in assets such as stocks, mutual funds, tangible property, real estate and insurance. Through this process individuals will learn how to have enough funding to support themselves, support their heirs and support their charities while reducing their tax burden." said FUNDING matters® President William Petruck.

    FUNDING matters® is one of Canada's most innovative consulting firms specializing in fund development, philanthropic sector advisory services and software and app development.

    For further information: http://www.fundingmatters.com
    http://www.giftabulator.com
    IN: ECONOMY, FINANCE, SOCIAL, TECHNOLOGY, OTHER

    Contact Information: Bill Petruck, President, FUNDING matters® Inc.
    333 Dundas Street East Toronto, Ontario M5A 2A2 Primary Phone: 416-249-0788 ext. 21
    Secondary Phone: 416-579-0870
    Toll-Free: 800-856-1354
    wpetruck@fundingmatters.com
    www.fundingmatters.com

  • It's Giving Tuesday! Join the movement!

    Dec 3, 2013

    FREE GIFTABULATOR® Lite now available for iPad and Android tablets!

    Tired of giving your hard earned dollars to the tax man? Learn how helping your favorite charity can work in your favour. GIFTABULATOR® is a powerful tool that will calculate your taxes while showing you how a simple reallocation of your funds can make a huge difference in your financial planning. A few quick, easy steps will help you avoid a huge tax bill and protect your estate. Start charting your legacy by downloading free GIFTABULATOR® Lite today. The full version is available by contacting us at info@giftabulator.com.

    About GIFTABULATOR®
    GIFTABULATOR® was developed by FUNDING matters® as a unique and interactive software tool designed to educate and inform individuals on the impact of charitable giving.

  • FUNDING matters® Receives $500,000 FedNor Investment to Develop GIFTABULATOR®

    Oct 28, 2013

    Under the auspices of the Federal Government's Northern Ontario Development Program, FUNDING matters® inc. will develop the financial literacy application GIFTABULATOR®. It enhances charitable giving, estate planning and philanthropic planning for non-profits and individuals.

    The funding, announced October 24 by MP Jay Aspin, Nipissing-Timiskaming, on behalf of Minister of State for Science and Technology Greg Rickford, will help to create new opportunities in the region.

  • GIFTABULATOR® in Minneapolis

    Oct 20, 2013

    The FUNDING matters® Inc. (FMI) team visited the National Conference for Philanthropic Planning (NCPP) in Minnesota. The conference was held at the Minneapolis Convention Center, from October 15th to 17th, 2013. The FMI team, which included Bill Petruck, CEO and President of FUNDING matters® Inc. and Micah Adler, Campaign Director, exhibited GIFTABULATOR® USA at the conference to hundreds of philanthropic professionals. Over 750 professionals from around the world convened at the NCPP. FMI was the exclusive representative from Canada showcasing the USA version of GIFTABULATOR® USA to a global audience.

    GIFTABULATOR® USA is financial software, which easily educates, informs and empowers charities, advisors and their clients on estate planning and charitable giving. The social challenges of the future will inevitably affect the youth, middle aged, and elderly in United States and the impact will be seen in an increase in program delivery costs. Designed to inspire meaningful and clear dialogue between residents and non-profit organizations, GIFTABULATOR® USA starts the discussion by showing individuals that their desire to give a gift is not only a benefit to the charity but a sound personal investment. The application demonstrates the tax benefits of estate planning by providing users with a realistic, user-friendly assessment of the financial impact of their donation.

    For more information about GIFTABULATOR® USA, please visit http://giftabulatorusa.com

  • GIFTABULATOR® App is Now Available!

    May 6, 2013

    FUNDING matters® is very happy to announce the official release of their GIFTABULATOR® App. Starting May 6, 2013 it will be available for iPad and Android devices. This app is a lighter version of what GIFTABULATOR® Pro offers. It features a simple and easy to use touch screen environment which enables fundraisers, advisors and their clients to illustrate estate planning and charitable giving scenarios. This powerful on the go tool can be taken to client meetings to discuss major and legacy giving. For a limited time only, it is available at no cost for everyone.

  • GIFTABULATOR® at the Canadian Association of Gift Planners Conference

    Apr 17, 2013

    Bill Petruck and Mark Winniciki from Funding Matter Inc., the owner of GIFTABULATOR® was at the Canadian Association of Gift Planners annual conference, www.cagp-acpdp.org/page/conference presenting GIFTABULATOR®.

    They received an overwhelmingly positive response to this new mobile product, which is a lighter version of their already acknowledged and useful GIFTABULATOR® Pro online. Gift planners need and have been looking for this particular solution and are ready to work with the GIFTABULATOR® App.

    Charities now have a tool to increase and manage major and legacy gifts. We are planning to have nation wide roadshows to promote the GIFTABULATOR® for the next 12 months.

  • GIFTABULATOR® at mLearn Conference & Expo 2013

    Jun 18, 2013

    Phil Cowcill will be speaking at the mLearn Conference & Expo 2013 in San Jose, CA - one of the largest mobile training conferences. As part his presentations, Phil will be showing the GIFTABULATOR® mobile application to participants and demonstrate how mLearning can be accomplished through its functionality.

  • GPeak at pre-release version of GIFTABULATOR®

    Mar 6, 2013

    Phil Cowcill will be in Orlando, FL at New Learning Technologies Conference, showing the audience at the Society of Applied Learning Technology (SALT) a pre-release version of GIFTABULATOR® mobile application.

    The New Learning Technologies Conference continues SALT's practice of bringing together senior professionals from government, industry, academia and the military to present the latest developments in the field of learning and training technologies.

    As an active member of the society; Phil will be sharing some of the latest advancements in the discipline including Top 10 Tips for Mobile Design.

    For more information about the conference, please visit their website, http://www.salt.org/fl/orlandoP.asp

    GIFTABULATOR® and FUNDING matters® Inc. Team is travelling across the US and Canada this year. We look forward to meeting you soon.

  • New Jersey Technology Council at Princeton University

    Jun 13, 2012

    Bill Petruck is speaking at the New Jersey Technology Council at Princeton University on how technology is being utilized in the not for profit sector as a means of engaging audiences and raising money. He will be telling the journey of how FUNDING matters® and iShare have helped organizations tell their stories and raise needed funding for their missions. Bill will be joined by academics from Princeton and executives from Fortune 500 companies as they speak to industry leaders.

  • FUNDING matters® Inc. CEO, William Petruck, on Money Talk with Patricia Lovett-Reid about Estate Planning

    Jun 11, 2012

    Over the past three years, have Canadians been able to maintain their generosity in the face of a challenging economy? William Petruck, President & CEO, FUNDING matters® discusses the Boomers approach to giving and provides tips on developing an effective charitable giving plan.

    Click here to watch the video.

  • How to make the most of your donation dollars

    Oct 30, 2011

    This is part of The Globe and Mail's in-depth look at the evolution of philanthropy. Read more from the series here.

    Every year, you give a portion of your earnings to charity. But how much thought do you give to where your money goes? Do your donations reflect your values? Or do you tend give to a mishmash of causes, from your co-worker's walkathon for animal shelters to the international child adoption program you saw on TV?

    Where to start Regardless of the amount you give, it can be handy to think like a wealthy dowager. Advisers to the rich help them plan charitable giving just as precisely as their investments.

    "Strategic philanthropy," as it's called, is the opposite of waiting until you look at your tax return to see your ad hoc charity giving.

    "It’s good to take a step back and think, even if for only 10 minutes, is that the online charity you want to give to or the cheque you want to write?" says Terry Smith, who steers wealthy clients, families and foundations through their charitable giving at Philanthropic.ca.

    "You ask yourself, 'What do I want to accomplish? What do I believe in? What's important to me?'" says Tom McCullough, who advises families as the president and chief executive officer of Toronto’s Northwood Family Office.

    Values, interests and need Before advisers start to match their clients to specific charities, they play the role of psychologist.

    Ms. Smith will walk her clients – who donate from $200,000 to millions a year - through various checklists, asking them to weigh the importance of, say, innovation compared with tradition, or community compared with personal growth. How important is democracy? Justice? Family?

    Then, she'll show them a list of about 50 generic fields of charitable work, including economic development, ethnic communities, poverty and health, to rank according to their interests.

    Mr. McCullough says, ideally, once an adviser knows more about what a client is passionate about, he can then "twin it with the world, where there is need."

    For some, it's more about making an impact than it is about the particular cause. Mr. McCullough says Bill Gates wannabes are drawn to groups such as the U.S.-based Arabella Philanthropic Investment Advisors, which publishes regular reports on "high-impact giving opportunities." Its recent picks: charities aimed at curbing childhood obesity in the home and in child-care settings.

    Need more help? Ms. Smith says many clients still need a nudge to focus on what they care about. She'll ask more direct questions: Has someone close to you been affected by an illness? Would you support a charity in memory of a loved one? Do you want to support local projects, or initiatives across the country or in other countries? What are your friends supporting? Do you share any of their interests?

    Put it in writing Write up a mission statement, just as any foundation might do. "It's a good idea to write it down - it’s a good dinner table conversation: 'What do we believe in? What in our history is important?' " Mr. McCullough says.

    He says the list of possible motivations is endless. Guilt. A family role model who has always given. "Or some event that forces you into those existential questions of what’s enough and what’s important.""

    How much to give? This is where you have to go with your gut. In Canada, the median annual donation is $250. Can you do better?

    Mr. McCullough says many people use the traditional church tithe figure of 10 per cent of income ??either gross or net.

    There's also the concept of "enough," he says. "People will say, 'X is enough money for me,' then put any money beyond that into a foundation for charity."

    How many charities? The experts offer mixed advice when it comes to deciding on whether to pool your donations or spread them around.

    Bri Trypuc, head of donor services at the Toronto-based charity analysis organization Charity Intelligence Canada, says it's risky to give to only one charity, as that organization may capsize, make poor financial decisions or simply be ineffective.

    Sandra Miniutti, vice-president of marketing and chief financial officer of the U.S. charity evaluator Charity Navigator, takes an opposing view. Making larger donations to a smaller number of charities allows them to be more effective, she says. Moreover, it takes time to research and vet charities to make sure your money is put to good use. "If you're giving to many different charities, you're probably not doing a whole lot of research," she says, "...so it's more likely you're going to wind up making a more risky philanthropic gift."

    If you're donating $1,000 a year and giving to $50 to 20 groups, that's probably too many, Ms. Smith says. "Ask yourself what's the best use of my $1,000? Do I give $1,000 to one group or maybe two?"

    She says some people think in pie charts. They may give 50 per cent of their charitable dollars to their favourite cause, then leave the other 50 per cent to distribute between a handful of others, including some funds that can be set aside for spontaneous giving. Others will find themselves equally passionate about protecting animals and discovering a cure for breast cancer, so they'll divide it 50-50.

    Experts urge donors to then research the charities they're interested in - everything from their financial statements to the percentage of their revenues spent on fundraising.

    What about spontaneous giving? Consider setting aside money for spontaneous donations, such as charity events and disaster relief funds. Ms. Trypuc suggests in addition to your primary charities, you should assign a percentage of your giving to support family, children and friends in races, walkathons and other such activities, and another for "entertainment giving," such as for charity golf tournaments, balls and dinners.

    Mr. McCullough says he likes to do this himself, not because he has a specific interest in friends' and family members' causes, but because "I believe generally in encouraging volunteerism."

    If you'd rather trim that kind of spending, having a solid plan can help you let people, including random charity canvassers, down easily: "You can honestly say, 'Great cause, but I've given for the year. Look me up next year.'"

    Giving to disaster relief efforts is, similarly, a personal choice. Mr. McCullough says some people stay away from giving after tsunamis and earthquakes, being more inclined to look for causes that aren?셳 splashed across the news. But Ms. Smith points out that if you do choose to make these sorts of donations, look for ones that governments will match or double, so your donation goes further.

    How to part with your cash? For most of us, a cheque or online donation will be the way to go, either annually or monthly ??and giving enough to get a tax receipt comes naturally.

    For some, it may be the main motivation. "A lot of people give, in part, because it's a tax decision," Mr. McCullough says.

    Most individuals donate out of their after-tax income, says William Petruck, president and CEO of Toronto-based fundraising consultancy FUNDING matters® Inc. But, he says, "The dollars that a donor?셲 giving should come from the most highly taxable area in their portfolio."

    This means giving from an appreciated asset, such as capital gains stock, mutual funds, land or a piece of art, which would reduce the taxable component of the asset, he says. Not only does this maximize your giving ability, it allows you to foster a long-term relationship with the charity. Financial advisers, lawyers and accountants can help with this.

    With additional reporting by Wency Leung

  • Canadian Cancer Society - Ontario Division picks Canadian GIFTABULATOR® software

    Aug 1, 2011

    Only 4% of individuals leave a Bequest to Charity. Canadian Cancer Society (Ontario Division) to use GIFTABULATOR® software to help educate donors about the best ways to give Attention: Assignment Editor, Business/Financial Editor, Health/Medical Editor, Lifestyle Editor, Tech/Telecomm Editor TORONTO, ONTARIO, MEDIA ADVISOR--(Marketwire - September 1, 2011) - Canadian Cancer Society - Ontario Division, which is paving the way for eradication of cancer and the enhancement of the quality of life of people with cancer, has licensed the online GIFTABULATOR® application created by FUNDING matters® Inc. of Toronto, to enhance donor education and illustrate ideal giving strategies.

    To advance an unprecedented community fundraising campaign, CCS - ONTARIO realized it needed a presentation platform to help simplify increasingly complex donating scenarios. With GIFTABULATOR®, CCS - ONT will be able to show how to maximize tax-credits by factoring in variables such as income, expenses, stocks, bonds, mutual funds and insurance, and easily drive home the point that any individual can make a difference.

    TONY LEE, Director of Planned Giving for the Canadian Cancer Society - Ontario Division says, "Our vision is to create a world where no Canadian fears cancer and fundraising is an part of achieving this,so it makes sense for us to employ the most advanced fundraising tools. GIFTABULATOR® will enhance our engagement with prospective donors and provide a more comprehensive platform for discussing their philanthropic plans."

    FUNDING matters® is one of Canada's most innovative consulting firms specializing in fundraising and philanthropic sector advisory services.

    For further information: http://www.fundingmatters.com
    http://www.giftabulator.com
    IN: ECONOMY, FINANCE, SOCIAL, TECHNOLOGY, OTHER

    Contact Information: Bill Petruck, President, Funding matters Inc.
    333 Dundas Street East Toronto, Ontario M5A 2A2 Primary Phone: 416-249-0788 ext. 21
    Secondary Phone: 416-579-0870
    Toll-Free: 800-856-1354
    wpetruck@fundingmatters.com

  • Hospital foundation secures major donor thanks to software

    Sep 8, 2010

    The Toronto General and Western Hospital Foundation has landed a major donation after one week of using Canadian software designed to help philanthropic organizations increase donations.

    The foundation secured a multi-year annual pledge totaling $110,000, and a $150,000 bequest from a donor who previously gave approximately $125 per year, with the help of GIFTABULATOR® software. The software was developed by Toronto-based FUNDING matters® Inc.

    "We are thrilled with the gift and the donor was appreciative of our professional, educational approach," said Anita Nielsen, the foundation's Senior Director of Annual and Planned Giving.

    The Toronto General and Western Hospital Foundation selected FUNDING matters® Inc.'s GIFTABULATOR® software to demonstrate ideal philanthropic giving scenarios for its donors. GIFTABULATOR® enables the foundation to identify appropriate giving strategies for prospective donors, and illustrates the tax benefits of making a major gift or bequest.

    Anita Nielsen, Senior Director, Annual & Planned Giving says, "Communicating the various tax benefits of giving to donors can be challenging. We chose FUNDING matters®' GIFTABULATOR® to help us walk donors through various giving scenarios, and illustrate that by leveraging tax credits, they can leave a more transformative gift. We see GIFTABULATOR® as an important component of our fundraising efforts going forward."

    Emelita Ervin, Principal Gift Manager said, "The training we received on the GIFTABULATOR® software made it easy for us to immediately engage in philanthropic planning discussions with our donors."
    FUNDING matters® is one of Canada's largest consulting firms specializing in Fundraising and Philanthropic Sector advisory services.
    Toronto General and Western Hospital Foundation raises funds for research, education and the enhancement of patient care at Toronto General Hospital and Toronto Western Hospital, as well as for their respective research arms, Toronto General Research Institute and Toronto Western Research Institute.

    For customers interested in learning more about FUNDING matters® products: GIFTABULATOR® Sales: +1-416-249-0788 option 2, sales@giftabulator.com
    General Not-for-Profit Consulting: +1-416-249-0788 option 1
    www.giftabulator.com
    www.fundingmatters.com

    For more information, press only: William Petruck, +1-416-249-0788 x21, wpetruck@fundingmatters.com, EDT

    To read original article on Marketwire, click on the following link: http://www.marketwire.com/press-release/Hospital-foundation-secures-major-donor-thanks-to-software-1315677.htm

  • FUNDING matters® Inc. CEO, William Petruck, on Money Talk with Patricia Lovett-Reid about trends in charitable giving in Canada

    Jul 12, 2010

    Over the past three years, have Canadians been able to maintain their generosity in the face of a challenging economy? William Petruck, President & CEO, FUNDING matters® discusses the Boomers approach to giving and provides tips on developing an effective charitable giving plan.

    To watch the interview, please click here

    The Money Talks episode was originally aired on July 13, 2010 8:00 p.m ET on BNN - The Business News Network - Channel 57.

    www.fundingmatters.com   /   www.giftabulator.com

  • Humber River Regional Hospital Foundation picks Canadian GIFTABULATOR®

    Jun 8, 2010

    Foundation to use GIFTABULATOR® software to help educate prospective donors Humber River Regional Hospital Foundation, which is paving the way for Ontario's first digital hospital, has licensed the online GIFTABULATOR® application, created by FUNDING matters® Inc. of Toronto, in order to enhance donor education and illustrate ideal giving strategies.

    Construction for Humber's new, state-of-the-art medical facility in Downsview, Ontario, will begin in 2011. On both a provincial and national scale, the new facility will play a vital role in providing solutions to Ontario's and Canada's healthcare challenges.

    To advance an unprecedented community fundraising campaign, Humber River realized it needed a presentation platform to help simplify increasingly complex donating scenarios. With GIFTABULATOR®, Humber River will be able to show how to maximize tax-credits by factoring in variables such as income, expenses, stocks, bonds, mutual funds and insurance, and easily drive home the point that any individual can make a difference.

    Debra Bond-Gorr, President and CEO of Humber River Regional Hospital Foundation says, "Our vision is to be North America's most technologically sophisticated hospital, so it makes sense for us to employ the most advanced fundraising tools. GIFTABULATOR® will enhance our engagement with prospective donors and provide a more comprehensive platform for discussing their philanthropic plans."

    FUNDING matters® is one of Canada's largest consulting firms specializing in fundraising and philanthropic sector advisory services.

    For customers interested in learning more about FUNDING matters® products: GIFTABULATOR® Sales: +1-416-249-0788 option 2, sales@giftabulator.com
    General Not-for-Profit Consulting: +1-416-249-0788 option 1
    www.fundingmatters.com   /   www.giftabulator.com

    For more information, press only: William Petruck, +1-416-249-0788 x21, wpetruck@fundingmatters.com, EDT

  • Philanthropy an Important Component of Good Financial Planning, Students Told

    Mar 29, 2010

    FUNDING matters® NEWSBYTE - TORONTO, ON., March 29, 2010. A donation of public company shares, bonds, mutual fund units and employee stock options is a key tax saving strategy used in estate planning, and the most tax-effective way to give to charity, fourth-year finance students at York University were told recently by Bill Petruck, president of FUNDING matters®.

    "Philanthropy should be an important part of estate planning for your future clients," he added. Mr. Petruck was discussing the impact and benefits of philanthropy as part of estate planning with students at the invitation of Professors, Alan Goldhar and Jury Kopach. Mr. Petruck said that, while the most recent federal budget may not have had any new "treats" for Canadians looking for ways to increase their support of Canadian charities, there are still many tried-and-true methods.

    Petruck and his company, FUNDING matters®, have raised hundreds of millions of dollars for charities, primarily from individuals. They recently launched the unique, on-line software, GIFTABULATOR®, focused on philanthropic estate planning. It's being used by a wide range of charities and financial advisors.

    "GIFTABULATOR® quickly caught the attention of the students," Professor Kopach said. "Students began to understand the value of philanthropy, and the value of the software in helping them to help their clients."

    "Investors today are looking for advisors who can provide the insights to asset transfer, tax minimization and community support" Petruck said. "We are encouraging universities and colleges to incorporate philanthropic planning as part of their financial planning curriculum," he added.

    Canadians institutions can discover their charitable giving potential through the new GIFTABULATOR® online software at www.giftabulator.com.

    Founded in 1997, FUNDING matters® Inc. set out to find a new way to build organizational capacity and in the end, transform philanthropy. Since then, many not for profit organizations have trusted FUNDING matters® with their campaigns in educating their members in becoming enlightened donors jointly achieving their visions.

    Today, FUNDING matters® Inc. is one of the largest and most successful capacity building firms with a strong track record of client success.

    For further information: www.fundingmatters.com   /   www.giftabulator.com

  • CGOV Asset Management chooses Canadian GIFTABULATOR®

    Feb 23, 2010

    Canadian-based investment firm, CGOV Asset Management, has licensed FUNDING matters®' GIFTABULATOR® software to enhance its services by providing the ability to review philanthropic scenarios with their clients.

    The GIFTABULATOR® is a Canadian-designed online calculating tool used by individuals, charities and financial advisors. By factoring such variables as income, expenses, stocks, bonds, mutual funds and insurance, the GIFTABULATOR® determines the most tax-efficient ways an individual can donate to charity.

    The tool helps users understand how their financial position is impacted by their donation level and easily drives home the point that any individual can make a difference.

    Don Cranston, Managing Partner, CGOV Asset Management says, "The GIFTABULATOR® is an invaluable planning tool in assisting clients to understand the tax benefit that they can achieve through their donation. It's quick, easy to use, and provides clear visual depictions of financial outcomes."

    CGOV Asset Management oversees in excess of $1 billion on behalf of high net-worth individuals, families, charitable organizations and institutions.

    FUNDING matters® is one of Canada's largest consulting firms specializing in Fund Raising and Philanthropic Sector advisory services.

    Click here to view the original article

  • New Fundraising Software Can Make Canadians More Charitable: Web-based software, GIFTABULATOR®

    Jan 22, 2010

    TORONTO/ON/MEDIA ADVISORY--(Marketwire - Jan. 22, 2010) - Fundraising is a challenging business. With funding cuts and charitable donations falling below Canada's historic generosity levels, charities need to be more creative than ever. FUNDING matters®Inc. has designed web-based software, the GIFTABULATOR®, that will boost fundraising for Canada's not-for-profits and help make Canadians more charitable.

    GIFTABULATOR® is a "gift calculator" enabling financial advisors and fundraisers to demonstrate how easy it is for individuals to grow and transfer their wealth.

    GIFTABULATOR® shows individuals how to donate their taxable capital gains to a cause, a donor advised fund, or foundation without eroding their asset base.

    "The GIFTABULATOR® makes it quick and easy for donors to calculate how to make a meaningful difference to their favoured charity and still look after their own finances," said Bill Petruck, President of FUNDING matters® Inc. "The GIFTABULATOR® calculates the impact of the financial gift and visually demonstrates the immediate tax implications of giving versus making a bequest and how much is left for the heirs in the estate."

    Don Cranston, Managing Partner of CGOV Asset Management, "The GIFTABULATOR® is an invaluable planning tool in assisting clients to understand the tax benefit that they can achieve through their donation. It's quick, easy to use, and provides clear visual depictions of financial outcomes."

    Diane MacDonald, Executive Director of the Canadian Association of Gift Planners says, "It is expected that The GIFTABULATOR® will raise productivity, service and donation levels..." for Canadian charities.

    A personal demonstration can be booked at www.giftabulator.com

    Founded in 1997, FUNDING matters® Inc. set out to find a new way to build organizational capacity and transform philanthropy. Since then, organizations, corporations, individuals and governments have sought our counsel and have benefited from our hands-on approach in helping them to achieve their vision. Today, FUNDING matters® is one of the largest and most successful capacity building firms with a strong track record of client success.

    For further information:
    www.fundingmatters.com   /   www.giftabulator.com

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

    Oct 16, 2008

    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:

    Seneca College has chosen FmI to secure $10 million for the Seneca @ Markham campaign. As Canada's most multicultural post-secondary institutions, Seneca is poised to be a leader as it celebrates 40 years of academic excellence.

    Working with the Japanese Canadian Cultural Centre (JCCC) - www.jccc.on.ca - 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 - www.stdemetrius.ca - 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 - www.richmondhill.ca - 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 GIFTABULATOR® - 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. - www.fundingmatters.com - 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 GIFTABULATOR®.

    GIFTABULATOR® - A Complement to Philanthropic Wealth Management GIFTABULATOR® is a powerful software tool for philanthropic advisors of High Net Worth Individuals. GIFTABULATOR® explains the benefits of asset based giving by efficiently demonstrating wealth replacement strategies. GIFTABULATOR® 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, GIFTABULATOR® is a flexible, easy to use, online server-based asset replacement philanthropic calculator. GIFTABULATOR®'s patented software complements the personal financial planning process for individuals, their advisors and charities.

    To learn more about GIFTABULATOR® or to download a demo version go to
    www.giftabulator.com

    For further information: Victoria Ollers, (416) 822-2288, or vo@goldfenixcom.ca
    Paul Tyler, (416) 254-0698, or pt@goldfenixcom.ca
    Read Original Article here

  • Japanese Canadian Cultural Centre receives a $300,000 donation with Capacity Building Assistance from FUNDING matters® Inc. and GIFTABULATOR®

    Apr 12, 2006

    GIFTABULATOR® allows for a highly customized and real financial picture presentation Japanese Canadian Cultural Centre (JCCC), is pleased to announce that it has secured $300,000 bringing it almost to its $13 million Capital Campaign goal. The gift is from Toronto residents Mr. James Matsumoto and Mrs. Chako Satoyama.

    The gift was secured using GIFTABULATOR®, a unique educational tool that illustrates the benefits of asset based giving. Mr. Matsumoto and Mrs. Satoyama wanted to maximize their philanthropic impact while maintaining their annual income and growing their assets.

    "We are thrilled with the $300,000 Gift, when we're on our home stretch of fundraising. This Gift will allow us to complete the new Japanese Canadian Cultural Centre," said James Heron, Executive Director. "GIFTABULATOR® was simple to use and presented the real financial picture. The benefits were clear, it helped make a unique fundraising presentation in a highly competitive marketplace."

    "It's funny as we were not planning to give to this campaign at this level," said Mr. James Matsumoto. "We were planning a significantly smaller gesture and after the unique and comprehensive presentation which showed us affordability, asset preservation and growth. We could not believe how easy this was to achieve."

    William Petruck, President of FUNDING matters® Inc., states, "We saw how much they wanted to make a difference in the Japanese Canadian Community. GIFTABULATOR® helped us make a clear and highly customized presentation that took into consideration the Matsumotos' donation of taxable assets. We presented them with asset replacement strategies to continue to grow their holdings while leaving a legacy for their family and for their community."

    Another unique aspect of GIFTABULATOR® is 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.

    Heron continued, "It was very helpful for the Matsumotos as they were able to envisage the best financial instrument and convey it to their personal advisors. It allowed them to understand how their asset based investment would benefit the JCCC without an impact on their personal finances."

    About the Japanese Canadian Cultural Centre The Japanese Canadian Cultural Centre is the largest of the Japanese Cultural Centres in the world. It is regarded as a leader in cultural programming and development. The JCCC is in the final stages of its $13 million Capital Campaign currently raising over $12.5 million as well as securing over $2 million towards its Foundation.

    About FUNDING matters® Inc. and GIFTABULATOR® FUNDING matters®. Inc. is one of the largest Capacity Building 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 GIFTABULATOR®.

    GIFTABULATOR® - A Complement to Philanthropic Wealth Management Get the GIFT - GIFTABULATOR® is a powerful software tool for philanthropic advisors of High Net Worth Individuals. GIFTABULATOR® explains the benefits of asset based giving by efficiently demonstrating wealth replacement strategies.

    GIFTABULATOR® permits Philanthropic Advisors the opportunity to demonstrate various scenarios regarding tax-efficient asset replacement strategies. 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, GIFTABULATOR® is a flexible, easy to use, online server-based asset replacement philanthropic calculator. GIFTABULATOR®'s patented software complements the personal financial planning process for High Net Worth Individuals and creates lasting value.

    If you would like to learn more about our product or to download a demo version, please visit our web site at www.giftabulator.com.

    For further information: William Petruck, President, FUNDINGmatters Inc.,
    416-249-0788
    wpetruck@fundingmatters.com,
    www.giftabulator.com

  • Planned Giving

    Jun 10, 2006

    You Too Can Give! Giving monetary gifts of support does not always have to be a financial strain nor does it have to be a one time instantaneous gift. Planned giving provides you with the opportunity to arrange your donations in a manner that will provide the maximum benefit to you, your family, and the charities that are important to you.

    When giving a planned gift you can decide how you would like your gift to be received and where you would like your money to go. Your gift may be outright and immediate, or a future gift arranged now but not received by the charity until a future date.

    One method of planned giving is through will bequests . By planning gifts of a specific cash amount or asset or a percentage of the remaining estate are popular bequest choices. Your estate receives a donation receipt for the value of your gift, providing a tax credit to reduce tax otherwise payable on your final tax return. If planning your gift through this method it is advisable to obtain advice from your financial planner or your legal advisor in preparing your Will and making a gift through your Will.

    Another method planned giving can be through gifts of life insurance . Life insurance is a way to make a considerable future gift at an affordable current cost with out reducing your estate. By making the Japanese Canadian Cultural Centre or other charities the owner and beneficiary of your insurance policy your estate receives a donation receipt when the policy proceeds are received. This will provide much needed tax relief against capital gains when your estate is settled.

    Easy ways of giving are through gifts of cash and or through annual planned funding . With planned funding you can agree on a specific amount of money to be given over a period of time in a manner that would best suit you. By giving gifts of cash you can maximize your charitable deduction and deliver immediate benefits to the charity.

    A popular form of giving to the Japanese Canadian Cultural Centre has been gifts of publicly traded stocks and mutual funds . When giving this type of gift the stocks and mutual funds will be cashed in at the current market value and you will receive a tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.

    Finally, you can also give the gift of real estate to the Japanese Canadian Cultural Centre. By giving a gift of real estate you can simplify your estate and give an immediate gift, which will in turn give you a tax receipt for the full market value of the property.

    Planned giving is possible for everyone and your gift can make a huge difference for the charities and causes that are important to you. To find out how to maximise your donations try out our new GIFTABULATOR® program. GIFTABULATOR® can help you establish the best way to give by calculating your income, assets, tax rates and interest rates. Try out our new service and leave a legacy with the Japanese Canadian Cultural Centre.

    With so many different ways to give there is no reason not to donate. Please contact Bill Petruck at 416-441-2345 ext. 225 at the Japanese Canadian Cultural Centre for more information, or to discuss the best strategy for your estate planning. By planning now you will make a big difference for your family and your community.

  • Giving to the JCCC and using GIFTABULATOR®

    Jun 10, 2006

    Why Individuals Give to the Japanese Canadian Cultural Centre The top four reasons why people give to Charity
    • To help the community
    • Out of a sense of duty
    • Because charities are more efficient in their causes than business or governments
    • Because the organization helped them or someone they know

    Think Like an Investor - Looking for ROI The growing movement in philanthropy, a new breed of givers, both individual and institutional, view themselves also as "investors", rather than simply donors, who seek information about the non-profits they fund. Philanthropists expect measured social returns on their investment, much as investors in the stock market aim for financial returns. It is with these investors that the future of the social sector lies.

    Investing in the Japanese Canadian Cultural Centre With your gift the Japanese Canadian Cultural Centre can continue its proud tradition of serving the community by providing art, culture and heritage. People who invest in the Japanese Canadian Cultural Centre are not only investing in the organization but are also investing in their own wealth management. Philanthropic giving does not have to be a hardship, nor is financial giving only for the wealthy. We are all capable of giving and helping a greater cause, sometimes we are just not aware of our own ability to give.

    Planned Giving Planned giving can help individuals realise their financial capabilities and can help establish the most beneficial tactic of bequeathing funds. The Japanese Canadian Cultural Centre has been using GIFTABULATOR® as a tool to help its members with wealth management and to realize their own personal benefit of giving. Currently many members of the JCCC that have used GIFTABULATOR® have rediscovered the capabilities of their wealth and have been surprised at just how much they are able to give and how advantageous their giving will be.

    How Can You Give To learn more about giving from GIFTABULATOR®, or to evaluate the level of giving you can provide for the Japanese Cultural Centre please go to the GIFTABULATOR® website at http://giftabulator.com

  • Donors, fundraisers, advisors can calculate gift online

    Nov 19, 2007

    A new online calculator is available to facilitate working out the potential value of a planned gift in relation to the donor's assets and income, hopefully designed to demonstrate to an individual that s/he is more able to be generous than s/he thought was possible.

    "If a donor likes a charity, but can't see a financial benefit to donating to it, or thinks s/he can't afford it, s/he'll defer a decision or make a negative one," contends Bill Petruck, President of FUNDINGmatters. "Also, we always find, in talking to donors, that they defer to their financial planner. Using the GIFTABULATOR®, they and their planner - and a fundraiser for the charity - can work out the implications of various what if' steps together."

    In a presentation explaining development of the calculator, the company suggests that "charitable giving is not only a sensible solution to today's most pressing problems, but a sound personal investment as well."

    The tabulator, claims the web site, enables the user to estimate an affordable charitable donation, granted the donor's actual Annual Gross Income/Earned Assets mix, putting safety of the donor's principal as a high priority but showing how to recognize surplus money and suggest it might be used for philanthropy.

    The system can build in variables for percentage inflation and percentage return, calculate annual and multi-year pledge totals, break out the tax credit annually and multi-year, and break out the cost of the gift annually and multi-year.

    Philosophy behind development of the instrument is to develop the ideal income/asset mix, based on tax avoidance, culture and vision fit, resources, and involvement and interest. This, contends the company, leads to a sum-of-the-parts effect - it increases giving while decreasing tax, leverages other giving, and increases giving while increasing the asset base.

    Individuals need sophisticated advice and strategic guidance to capitalize on opportunities to preserve, grow and transfer their wealth; Wealthy families desire to simplify the management of multigenerational needs and lessen the profound emotional impact of wealth on family members; and the software can provide comprehensive, integrated wealth management strategies to address wealth management issues. The web site provides an example of "Jack Jackson" who has assets of $6 million, annual income of $200,000 and annual expenditures of $170,000, who wants to give 1% of his assets and 1% of his income to charity. It shows his annual gift, pledge years, total gift, total tax credit, and total actual cost.

    The tool is being licenced to charities, lawyers, and accountants or other financial advisors for unlimited use for a $1,000 annual fee. Individuals can sign up for a limited free trial, inputting their own information and checking out the results.

    For further information: William Petruck, President, FUNDINGmatters Inc.,
    416-249-0788
    wpetruck@fundingmatters.com
    www.giftabulator.com

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