FUNDING matters Inc.

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

[National Building Together Campaign] - 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
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
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
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
Ontario Hospital Association - Supply Chain Strategies
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
Toronto General & Western Hospital Foundation - Annual & Planned Giving
$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
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
President
Toronto East General Hospital Foundation
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
Japanese Canadian Cultural Centre - National Building Together Campaign
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. As a professional, Bill is respected by his peers, a strong leader in his community, and always operates with integrity, kindness, compassion and energy.
Linda Hendy
Principal
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 Development
Albert College
$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
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
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
Principal
CSB Communications
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
Director
North York General Hospital Foundation - Annual Fund & Marketing
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
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
President
Momiji Health Care Society, Public Relations, Marketing and Fundraising Committee
$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

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