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08 - November 23, 2020 Terrace Lodge Redevelopment Fundraising Committee Agenda Package Terrace Lodge Redevelopment Fundraising Committee AGENDA Date: Monday, November 23, 2020 Time: 10:00 a.m. Location: South Dorchester Community Hall 1. Call to Order 2. Review of Agenda 3. Adoption of Minutes: October 26, 2020 Meeting 4. Disclosure of Pecuniary Interest 5. Steering Committee Update 6. Donation Scenarios Chart 7. Update on Campaign Materials 8. Update on URL and Email Address 9. Update on Kick-off Donors 10. Launch Event Plans 11. Outreach and promotion plans for December 12. Next Meeting 13. Adjournment Meeting: Terrace Lodge Redevelopment Fundraising Committee Date: October 26, 2020 Time: 6:30p.m. Location: South Dorchester Community Hall Attendees: Dominique Giguère, Deputy Mayor - Township of Malahide, Chair Kay Haines, Terrace Lodge Auxiliary Peter Barbour, Councillor Town of Aylmer Jim Jenkins, Community Member Richard Kisuule, Community Member Jamie Chapman, Community Member Ruth Anne Perrin, Community Member Staff: Tonya Noble, Manager of Program and Therapy Services Katherine Thompson, Supervisor of Legislative Services Michele Harris, Director of Homes and Seniors Services Regrets: Julie Gonyou, Chief Administrative Officer Fiona Wynn, Municipality of Central Elgin Muriel Carrel, Community Member DRAFT MINUTES 1. Call to Order th The Terrace Lodge Redevelopment Fundraising Committee met this 26day of October, 2020 at the South Dorchester Community Hall. The meeting was called to order at 6:32 p.m. 2. Review of Agenda Moved by: Richard Kisuule Seconded by: Pete Barbour Resolved that the agenda be approved. - Motion Carried. 3. Adoption of Minutes September 28, 2020 Moved by: Jamie Chapman Seconded by:Kay Haines Resolved that the minutes from the meeting held on September 28, 2020 be approved. ˷ Motion Carried. 4. Disclosure of Pecuniary Interest None. 5. Logo Final Decision The Committee reviewed the revised logo options as designed by the Aylmer Express. The Committee selected the logo that includes a house, a path and hearts coming out of the chimney. Resolved that the first logo option as designed by the Aylmer Express be selected for the Terrace Lodge Fundraising Campaign. Moved by: Jamie Chapman Seconded by: Ruth Anne Perrin - Motion Carried. 6. Case for Support: Review Councillor Giguère reviewed the Case for Support document with the Committee seeking feedback in regards to the messaging contained within. The Case forSupport includes key messages that will be utilized by Committee Members and in marketing materials throughout the campaign. The Committee provided suggestions regarding wording and content. The Committee suggested that quotes from residents and families and pictures of residents and staff should be included. The Supervisor of Legislative Services will investigate having Elgin County email addresses created for Committee members and will follow-up with Members regarding contact information to be included in the Case for Support. 7. Pledges The option to accept pledges has been built into the online donation form. 8. Partial Donations The Committee directed the Supervisor of Legislative Services to allow donors to choose what amount they want to donate towards all items above $50. 9. Treasurer Position The Committee nominated Dominique Giguère for the position of Treasurer. MovedbyJamieChapman Seconded Jim Jenkins Resolved that Dominique Giguère be appointed reasurer of the Terrace Lodge Redevelopment Fundraising Committee. ˷Motion Carried. Potential Kick-off donors 10. The Committee discussed potential donorsthey have approached. Kick-off event 11. Online Catalogue and Donation Form Demo 12. The Supervisor of Legislative Services provided the Committee with a demo of the online catalogue and donation form. The Committee asked that the form include an option for donors to indicate that they are willing to have their donation publicized. 13.Other Business None. 14.Next Meeting Date Monday November 23,10:00a.m. South Dorchester Community Hall. 15.Adjournment Moved by: JimJenkins Seconded by:KayHaines Resolved that the meeting adjournat 8:33p.m. to meet again on November23, 2020 at 10:00 a.m. ˷Motion Carried. Julie Gonyou, Dominique Giguère, Chief Administrative Officer. Chair. be will to pay They amount, . they llected expect(Cash, information is s using one of the pledge payments with a pledge Credit Card) ail address, you will ed total pledge , client that client will receive an PledgesFill out name, address, phone, number of and when they (annually, monthly, etc.) If no emdirect these to yourself or committee designate.Advisecontactnumber onceentered into systemwill have options to pay in future yearother methodschequeYesemail yearly and payment will need to be coeither by committee member or by Finance depending on duration of pledgeYes a client will be retain count can the ) by hese donations Please do not Credit Card or PayPal None (Bank Acbe attached to client PayPal account online)(informationDirect client to website to make their donationYes Tcompleted through the regular website. Enter on ChequeFill out name, amount and email address (also include address and phone # if not on the cheque)If no email address, you will direct these to yourself or committee designate.Accept Chequepledge sheetYesYes Enter - If you address, name, address, Note: Donation Scenarios Chart for Terrace Lodge Fundraising Committee CashFill out email address and phone number. If no email you will direct these to yourself or committee designate.Accept and confirm cash amount on pledge sheetYes need clarification to answer a question, please follow up with your Fundraising Treasurer or ChairYes For Campaign Committee Donor Payment MethodInfo on Donation Pledge sheet required for Donation Receipt to be sent later to DonorCollection of donationLeave your Committee Businesscard with Donor so they can contact you with questionsLog in to secure website 1 - client option r to donation. as a followup with ked to You will fill out the donation rather than Nothing to hand in relating to this itemMissed pledge paymentsCommittee member may be asif no response to reminder emails.Pledger will receive an email indicating that a pledge has been registered. This will include a pledge number and the payment schedule. If email is sent to a committee member it will be the responsibility of the Committee membedeliver or mail to the pledger. . tion receipt thing to hand in You can provide donor with direction when they log into the website to fill out online formsNorelating to this itemClient will know immediately when they pay via this method. Alternate cards may be entered or use PayPal.Donor will receive donaimmediately. may be received. to followup with Once donation forms are cheque is deposited and ommittee members YesYes filled out via the Secure WebsiteFinance will contact Treasurer if a return is Cexpected client to obtain alternatePaymentOnce the cheque entry is entered into the secure online portal the donation receipt will be sent via email to the email address entered once thecleared. This will be approximately 10 days after deposit by finance. If sent to a committee member the donation receipt will be the responsibility of the Committee member to deliver or mail to the donor. via email member to a Once donation YesYes forms are filled outthe Secure WebsiteNo followup expectedOnce the cash entry is entered into the secure online portal the donation receipt will be sent via email to the email address entered. If address is committee the donation receipt will be the responsibility of the Committee member to deliver or mail to the donor. Fill out online Donation Form for each individual Hand in to Fundraising TreasurerReturned itemsDonation Receipts 2 g unpaid PledgesReport may contain followup information regardindonations that are due.NoNoYes but only on pledges due and not paid.YesYes Committee ill indicate as donor paid w Credit Card or Pay PalReport amount but there will be nothing to reconcile here withmemberonlineNoNoNoNoNo ChequeWill indicate committee member and amount to hand inYes YesYesYes Yes CashWill indicatecommittee member and amount to hand inYesYesYesYes Yes Report. Committee members will hand in Donations collected weekly Obtain a Report from the Finance Department to complete and returnCount amount handed in from each Committee memberRecord amounts handed in by Committee MemberDetermine if there is an outstanding item(s) or errors made and record additional information onForward completed Report and funds collected to Finance after each month.Follow up as necessary with Committee members to obtain outstanding amounts For Campaign Committee Executive 3