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05 - May 13, 2024 Terrace Lodge Redevelopment Fundraising Committee Post Agenda PackageOZ5 ElgmCounty Terrace Lodge Redevelopment Fundraising Committee Post -Meeting Agenda Monday, May 13, 2024, 4:30 p.m. Dutton Dunwich Boardroom 450 Sunset Drive St Thomas ON Note for Members of the Public: Please click the link below to watch the Council Meeting: https://www.facebook.com/ElginCountyAdmin/ Accessible formats available upon request. Pages 1. Call to Order 2. Approval of the Agenda 3. Adoption of Minutes 2 4. Disclosure of Pecuniary Interest and the General Nature Thereof 5. Delegations 6. Reports/Briefings 6.1 Director of Financial Services/Treasurer - Fundraising Financial Update 7 (to be circulated) 6.2 Flower Sale Update 7. Other Business 7.1 Fundraising Strategies 7.1.1 Bowling Tournament 7.1.2 Other Ideas 8. Correspondence 9. Closed Meeting Items 9.1 Closed Meeting Minutes - April 15, 2024 9.2 Donor Outreach Update Municipal Act Section 239 (2) (b) personal matters about an identifiable individual, including municipal or local board employees. 10. Motion to Rise and Report 11. Date of Next Meeting 12. Adjournment Terrace Lodge Redevelopment Fundraising Committee Minutes April 15, 2024, 4:00 p.m. Council Chambers 450 Sunset Drive St. Thomas ON Members Present: Councillor Dominique Giguere Amarilis Drouillard, Municipality of Dutton Dunwich Councillor (virtual) Kathryn Desrosiers, Town of Aylmer Councillor (virtual) Jamie Chapman, Town of Aylmer Councillor Sarah Leitch, Township of Malahide Councillor Jim Jenkins, Community Member (virtual) Members Absent: Wendy Carmichael, Community Member Staff Present: Michele Harris, Director of Homes and Seniors Services (virtual) Jennifer Ford, Director of Financial Services/Treasurer (virtual) Ashley Temple, Terrace Lodge Administrator (virtual) Katherine Thompson, Manager of Administrative Services/Deputy Clerk Tanya Noble, Manager of Program and Therapy Services (virtual) Stefanie Heide, Legislative Services Coordinator 1. Call to Order The meeting was called to order at 4.08 p.m. with Councillor Giguere in the chair. Councillor Giguere stated that quorum was not met and that the Terrace Lodge Redevelopment Fundraising Committee would discuss non -voting items while waiting for one more committee member to join the meeting in order to reach quorum. The Committee discussed Items 6.3 Final Update from Gala Results; 6.4 Other Donation Announcements; 6.1 Director of Financial Services/Treasurer - Fundraising Financial Update (to be circulated); 4. Disclosure of Pecuniary Page 2of9 Interest and the General Nature Thereof; 7.1 Fundraising Strategies - Follow up on ideas from February while waiting to reach quorum. Councillor Giguere welcomed Warden Ketchabaw to the meeting as an ex-officio member, and Kathryn Desrosiers, Councillor of the Town of Aylmer, as the new committee member representing the Town of Aylmer. Councillor Giguere stated that committee member Jamie Chapman, also a Councillor for the Town of Aylmer, had been a community member of this committee in the past and that a resolution to recommend to County Council that Jamie Chapman be approved to rejoin the committee as a community member would be put before the Committee when quorum was met. The Committee recessed at 4.35 p.m. and reconvened at 4.41 p.m. The Committee achieved quorum when Committee Member Amarilis Drouillard joined at 4.41 p.m. Moved by: Amarilis Drouillard Seconded by: Sarah Leitch RESOLVED THAT the Committee recommend that Elgin County Council appoint Jamie Chapman as a community member on the Terrace Lodge Redevelopment Fundraising Committee. Motion Carried. 2. Approval of the Agenda Moved by: Jim Jenkins Seconded by: Amarilis Drouillard RESOLVED THAT the agenda for the April 15, 2024 meeting of the Terrace Lodge Redevelopment Fundraising Committee be approved as amended to defer Item 6.2 Comforts of Home Donation Purchases To -Date until a future meeting. Motion Carried. 3. Adoption of Minutes Moved by: Kathryn Desrosiers Seconded by: Amarilis Drouillard RESOLVED THAT the minutes of the meeting held on February 26, 2024 be adopted. Motion Carried. 4. Disclosure of Pecuniary Interest and the General Nature Thereof 2 Page 3of9 5. Delegations None. 6. Reports/Briefings 6.1 Director of Financial Services/Treasurer - Fundraising Financial Update (to be circulated) The Director of Financial Services/Treasurer presented the report detailing donations and campaign costs up to March 17, 2024. The Director of Financial Services/Treasurer stated that the overall fundraising total has increased by $23,546 since the last report received by the Committee. Moved by: Sarah Leitch Seconded by: Kathryn Desrosiers RESOLVED THAT the report titled "Fundraising Financial Update" dated March 18, 2024 from the Director of Financial Services/Treasurer be received and filed. Motion Carried. 6.2 Director of Financial Services/Treasurer and Manager of Program and Therapy Services - Comforts of Home Donation Purchases To - Date (to be circulated) Item 6.2 Director of Financial Services/Treasurer and Manager of Program Therapy Services - Comforts of Home Donation Purchases To -Date (to be circulated) was deferred to the next meeting of the Terrace Lodge Redevelopment Fundraising Committee. 6.3 Final Update from Gala Results S. Leitch and the Director of Financial Services/Treasurer provided an update on the results of the February 2024 Fundraising Gala. The Director of Financial Services/Treasurer stated that $16,565 has been received with some outstanding pledges still remaining, and that more information would be shared at the next Terrace Lodge Redevelopment Fundraising Committee meeting. 6.4 Other Donation Announcements Councillor Giguere provided a verbal update to the Committee on Other Donation Announcements. Councillor Giguere stated that the Committee received a $5,000 grant from the Aylmer & Area Community Foundation. A $5,000 grant was received from this Foundation at the start of the campaign for various electronics and recreational devices and that this time, the focus of this 3 Page 4of9 grant was for cooking stations for the Comforts of Cooking project. Councillor Giguere stated that Greenlane Community Trust has pledged $20,000 total for two (2) adapted outdoor swings that are $10,000 each. 7. Other Business 7.1 Fundraising Strategies - Follow-up on ideas from February S. Leitch stated that the South Dorchester Optimist Club will be holding a Mother's Day spring plant sale, with proceeds going to the Terrace Lodge Redevelopment Fundraising Campaign. Councillor Giguere stated that W. Carmichael reported that she is still in conversation with some of the businesses she identified at the last committee meeting. S. Leitch stated that she has brought in $309.45 from the wrap up of the Rheo Thompson Chocolate Sale campaign and that this strategy is now finished. Moved by: Jim Jenkins RESOLVED THAT the Terrace Lodge Fundraising Committee participate in a flower sale with the South Dorchester Optimist Club in Lyons. Motion Carried. 8. Correspondence None. 9. Closed Meeting Items Moved by: Sarah Leitch Seconded by: Amarilis Drouillard RESOLVED THAT we do now proceed into closed meeting session in accordance with the Municipal Act to discuss the following matters under Municipal Act Section 239 (2): Closed Meeting Item #1 - Closed Meeting Minutes - February 26, 2024 Closed Meeting Item #2 - Donor Outreach Update (b) personal matters about an identifiable individual, including municipal or local board employees. Motion Carried. 0 Page 5of9 11 12. 9.1 Closed Meeting Minutes - February 26, 2024 9.2 Donor Outreach Update Motion to Rise and Report Moved by: Sarah Leitch Seconded by: Jim Jenkins RESOLVED THAT we do now rise and report; and THAT the Closed Meeting Minutes from February 26, 2024 be approved; and THAT the committee members proceed with donor outreach efforts; and THAT the confidential Donor Outreach Update be received for information. Motion Carried. Date of Next Meeting The Terrace Lodge Fundraising Committee will meet again on May 6, 2024 at 4.30 p.m., location to be confirmed. Adjournment Moved by: Sarah Leitch Seconded by: Kathryn Desrosiers RESOLVED THAT we do now adjourn at 5.33 p.m. to meet again on May 6, 2024 at 4.30 p.m. Motion Carried. Katherine Thompson, Manager of Administrative Services/Deputy Clerk Dominique Giguere, Chair 5 Page 6of9 a'a:�o'essq a+e by Nakjrea RECOMMENDATION: 1 REPORT TO TERRACE LODGE FUNDRAISING COMMITTEE FROM: Jennifer Ford, Director of Financial Services/Treasurer DATE: May 13, 2024 SUBJECT: Fundraising Financial Update THAT the May 13, 2024 report titled, "Fundraising Financial Update", submitted by the Director of Financial Services/Treasurer, be received and filed for the Committee's information. INTRODUCTION/DISCUSSION/FINANCIAL IMPLICATIONS: The Committee last received an updated report from the Director of Financial Services/Treasurer that included Donations and Campaign costs up to March 18, 2024. At that time, the total funds raised after expenses was $356,213. This report provides the committee with an overall summary for the campaign as at May 12, 2024. Since the last report, the amount of funds raised after expenses totals $376,288. The overall fundraising total has increased by $20,075 since the last report. Donations Received for Terra ue Lodge FunndrA irngas ,at May 12, 224 Cash/Cheque 1.2.6,W 58,01 6,W915, Credit Card 361 Donations IIPrior to Campaign Start 8,105 Pilled ;yes IEx ec ed " allue 1. 5W15D 25,000 II n IlKind IlDonations 2,125, 1'000 Kuinsrnens IEvent 17,542. 5,500 Warden's Gallia (Event 33,216, - Total Donations 36 t502 ,8'? t EXPENSES Patti Outstun,ding Pees(credit yard 1,259 Fundraising Consulllttantt:s 4,500 ii ;na ;e 2,780 Meeting loom IlRenta111 1,5431 lln IlKind IlPurchases 25 Advertising and IlPrornoflon 14,139, Warden's Gallia IEvent 8W776 Total Expenses 3.1,,6213 - Total Donations, t olwards camp aig'n 37,6 28,E Page 7of9 2 Supplemental Reporting -Long Term Plan Update Donations Received for Terrace Lodge Fundraising as at May 12, 2024 Donations, by Ye,a r of Pledged Grand Totals, REVENUE (Don otions to, date), 2021 2022 2023 2024 2025 2021 to 2025 Cash ,Cheque 64,228 27,434 20,878 20,955 133,495 Credit Card 27,280 3,420, 3,333 2,751 36,784 �Donations IMorto Campaign Start 8,105 - - - 8,105 Pledges (Expected Value) 45,153 70,000 25,000 71 Ii, ')11i:�4) Ii " I' � r4 170,150 In Mind IDonatuons 25 2,100 - I,wo 3,125 �Kinsmens (Event 23,1042 23,1042 Warden's Gala Event 33,216 - 33,216 Total DonaUons 144,788, 13,61,170 49,1211 72,748, 5,000 443719,17 EXPEMSES �Fees (credit card) 624 364 - 271 1,259 �Fundraisiing Consukants 1,51DO 15 DID 1510110 4,500 SIgnon ge 1,213 BILOG 75 D 2,78,0 MeeUnRoom IRentall 1&0 15,D �lIn Mind Purchases 25 - - 25 Advertising and IPromotiion 9,656 1,881 2,6,02 T� 0 14,139 Warden's Gala Event 8,776 - 8,776 Total Exp,enses, 13,174 13,332 41,952 271 31,629 Total Dan,ations, towa rdsca rn pa ig n 131,614 122,2338 , 44,359, , 72,477 5,GDD-i 3715i,28,8, % of Expense to Donation Revenue % of IlondraVisilinggoalll by Yeady total (2 years ($157,500), current year $185,000), % of overall fundralising campaiign goal to date($500,000), R��iaHoicaNi(l Aimoi,,ints aini! highhghk:!cJin, B�k,v:! nulll'lo pi AmouiAs' :inN1gN1itghtecl h) q.. I WO 9.79% 9.86% 0.. 3 7% 92% 85% 27% 29% 27% 110% 15% I % 82:516 The amount of change within this month's report occurred as a result of further finalization of the Gala event that was held by the Kinsmen for the Terrace Lodge fundraising campaign and the receipt of a donation from Green Lane Community Trust. 82% of the overall campaign total has been reached to date which is up from last months reported amount of 78%. Page 8 of 9 H STRATEGIC PRIORITIES: Serving Elgin Growing Elgin Investing in Elgin 3 ® Ensuring alignment of ❑ Planning for and ® Ensuring we have the necessary current programs and facilitating commercial, tools, resources, and serviceswith community industrial, residential, and infrastructure to deliver programs need. agricultural growth. and services now and in the future. ❑ Exploring different ways of addressing community need. ® Engaging with our community and other stakeholders. ❑ Fostering a healthy environment. ® Enhancing quality of place. LOCAL MUNICIPAL PARTNER IMPACT: 1101 COMMUNICATION REQUIREMENTS: ® Delivering mandated programs and services efficiently and effective ly. The above financial report is provided as an update on the actuals related to the Terrace Lodge Fundraising Campaign as at May 12, 2024. CONCLUSION: The report presented is submitted to the Committee for their information, review and comment. All of which is Respectfully Submitted Jennifer Ford Director of Financial Services/ Treasurer Approved for Submission Blaine Parkin Chief Administrative Officer Page 9of9