$18 million capital campaign: ambitious goal realized

"FUNDING matters has been a first rate partner in our capital campaign. FUNDING matters’ knowledge and contact with all levels of government has been beneficial in securing their support. FUNDING matters’ hands-on approach has developed strong bonds between the Japanese Canadian Cultural Centre and its major benefactors."

Russ Takashima
Campaign Chairman
National Building Together Campaign
Japanese Canadian Cultural Centre

$9 million in major gifts raised to build Alzheimer's Wing

"Funding matters was hired to, in essence, become our development office, responsible for our annual fundraising, special events and communications all in conjunction with our capital campaign. They brought a team of experts to raise our sights and connect us to the donors to make this new vision a reality. This comprehensive approach has made all the difference."

Sandy Lomaszewycz
Executive Director
Ukrainian Canadian Care Centre

Major gift identification makes a difference

"William Petruck and FUNDING matters provided counsel for a capital campaign at our church. The $400,000 campaign exceeded its goal by 60%. A key part of that success was the guidance we received from FUNDING matters. They helped to ensure that the fundamentals were right, that things were well timed, and the campaign was positioned for success. Bill and his colleagues were well received by the congregation. I heartily recommend Bill Petruck and FUNDING matters."

Matthew Airhart
Executive Director, Development & Alumni Affairs
Trinity College, University of Toronto

$34 million in private-public partnership creates local cultural venue

"Bill Petruck is an articulate, organized individual who works hard for his clients."

Fraser Nelson
Campaign Cabinet
Richmond Hill Centre for the
Performing Arts

Intelligent major gift strategies

"Bill and his team at FUNDING matters have created a unique space, combining proven fundraising excellence and successful client strategies with innovative technological and interactive platforms and solutions. FUNDING matters' menu of products, particularly Giftabulator, provides the most comprehensive fundraising and philanthropic advantages to both organizations looking to raise funds and for individuals looking to make charitable choices.

As a professional, Bill is respected by his peers, a strong leader in his community, and always operates with integrity, kindness, compassion and energy."

Peter Roman
Program Manager
Supply Chain Strategies
Ontario Hospital Association

Turning annual donors into major and planned giving donors

"Communicating the various tax benefits of giving to donors can be challenging. We chose FUNDING matters' GIFTABULATOR solution to help us walk donors through various giving scenarios, and illustrate that by leveraging tax credits, they can leave a more transformative gift. After using GIFTABULATOR for one week, we secured a multi-year annual pledge totaling $110,000 and a $150,000 bequest from a donor who previously gave approximately $100 to $150 per year. We are thrilled with the gift, and the donor was appreciative of our professional, educational approach. We see GIFTABULATOR as an important component of our fundraising efforts going forward."

Anita Nielsen
Senior Director
Annual & Planned Giving
Toronto General & Western Hospital Foundation

Estate and planned giving simplified

"The training we received on the GIFTABULATOR software made it easy for us to immediately engage in philanthropic planning discussions with our donors."

Emelita Ervin
Principal Gift Manager
Toronto General & Western Hospital Foundation

Easy planned giving presentations

"Thank you all so much for your work in putting together the training session. I have had wonderful feedback from the staff and we look forward to moving forward with these new tools."

Anita Nielsen
Senior Director, Annual & Planned Giving
Toronto General & Western Hospital Foundation

Increased knowledge of major gift and planned giving strategies

"We were very pleased with the ease of presentation of the GIFTABULATOR product created by FUNDING matters. It allowed us to walk prospective donors through the comparative benefits of gifts of stock versus gifts of cash. The visual demonstration of the gift process and the potential it presents for increased giving levels helped our donors visualize the opportunities for more significant contributions. In some cases, the asset replacement strategies outlined aided donors in solidifying their philanthropic decisions."

Teresa Vasilopoulos
Toronto East General Hospital Foundation

FUNDING matters thinks outside the box

"Bill is an innovative, forward-thinking individual that enables a charity or business to develop sound practices and information gathering to ensure they grow for the future."

Kimberley Bailey
Visibility Study Directory
Toronto Cristo Rey

$18 million gives rise to a new cultural centre

"William brings considerable expertise and energy to his relationship with our organization. He fits seamlessly into our corporate culture and delivers exceptional results. Highly recommended!"

James Heron
Executive Director
Japanese Canadian Cultural Centre

Increasing donor alumni research

"FUNDING matters has been very helpful in assisting St. Michael's College School to set up and manage the Alumni Executive online elections," says Stephanie Gough, the Alumni & Special Events Officer at St. Michael's College School. "The format for logging in and voting was simple and very user-friendly and the FUNDING matters team was very responsive to any requests we may have had. Overall, dealing with FUNDING matters was a positive experience and we look forward to working with them again."

Stephanie Gough
Alumni & Special Events Officer
St. Michael's College School

Strategic Planning & Research

Building a vision for your charity

"The 'Creative Logistix Model' workshop was very thought-provoking and made us realize that we have the essential information within our organization to develop a tangible business plan. The 'Creative Logistix Model' is a practical way of assessing the motivational needs of our stakeholders and the type of change that is required, to make this happen internally and externally. Your enthusiasm has inspired us, and your insights have definitely moved us forward in the right direction in developing sound fundraising and public relations strategies that will better profile Momiji in the community to approach our potential grantors."

Ann Ashley
Momiji Health Care Society
Public Relations
Marketing and Fundraising Committee

Estate and philanthropic planning simplified

"FUNDING matters' approach to charitable gift strategies provided our advisors with a markedly better understanding of philanthropy and how to help clients give (and build/protect their financial planning practices). Once again, thank you for spending your valuable time with us. We look forward to working with each of you going forward."

Duane M. Bentley, CFP
Division Director
Investors Group

FUNDING matters' system educating in securing larger donations

"FUNDING matters' GIFTABULATOR application is an invaluable tool in assisting potential donors to see the tax benefit that they can achieve through their donation. It's quick, easy to use and dramatically shows the tax benefits of financial donations. The donor can see for themself the benefits without getting lost in complex tax calculations. It can really open the eyes of a donor to see how they can benefit from their donation."

Russ Takashima
Campaign Chairman
National Building Together Campaign
Japanese Canadian Cultural Centre

FUNDING matters knows what your donors are thinking

"The FM-IQ donor survey undertaken by FUNDING matters has provided us with a far better insight into the attitudes and aspirations of our supporters. Although it confirmed certain assumptions we had about our donors, the research also highlighted one or two unexpected findings, and as such will enable us to improve the relationship we have with our supporters. However, the benefit of any research like this is only as good as the response you make to it. Combining FUNDING matters’ research skills with the technical knowledge of FM-IQ has provided us with valuable feedback on how to plan and prioritize in improving our relationship with our donors."

Dwayne DiPasquale
Annual Fund & Marketing
North York General Hospital Foundation

FUNDING matters' outstanding work for ambitious organization

"Bill is an energetic dynamo of enthusiasm, optimism and expertise who injects an indomitable spirit of success into any organization he works with. And having witnessed Bill and his FUNDING matters team at work on a number of projects, I can guarantee the success of whatever task you put before him. Bill combines leading-edge thinking about philanthropy and organizational development with old-fashioned hard work and loyalty. That combination means success. At CSB, we are very picky about who we recommend to our clients and we have no hesitation recommending Bill Petruck and FUNDING matters.”

Christopher Ballard
CSB Communications

Knowledge, Networks and Funding

"I have worked with Bill on several occasions. He is bright, articulate and encourages risk and big ideas in others. He is a leader not a follower, and you better be ready to be on Bill's train or you will be left behind very quickly. He has a large network and uses it very effectively to assist others."

Linda Hendy
The Bridging Group

Beginning the Conversation with a Donor

The event with Bill Petruck was a great success, not only in getting charities and donors to come out and have the conversation, but to literally begin the conversation. We tend to think that the level of knowledge is consistent across all charities, but what Tuesday's event showed was that we need to start having dialogues like the one we had and raise the level of awareness, knowledge and comfort on the subject of Leaving a Legacy. That is the only way the charitable sector will successfully help our collective supporters to make a planned gift to the charities of their choice.

Timothy Brown BA, CFRE
Director of Developmen
Albert College