Helping you give with purpose, raise more money, and lead effectively.
Warm thanks and holiday wishes to the generous philanthropists and their  families, and mission-driven boards and organizations Watermark had the pleasure  of working with this year.  
It is an honour to support your big-hearted efforts for good.


"...the Grinch's small heart grew three sizes 
that day." 

How the Grinch Stole Christmas,  Dr. Suess
Holiday Conversation Kick-starters
Why not initiate some conversations about philanthropy this holiday season?  You may be surprised by how much you learn about yourself and those closest to you! 
Try these questions to get started:  
  • What has been your most meaningful gift?
  • How do you decide where to give?
  • Do you give from your heart or your head?
  • How have life experiences influenced your giving?
  • If you had $1 million to give, how would you allocate it? 
Sharilyn supports philanthropists and their families objectively and discretely with philanthropic conversations, exploration and planning.  Contact Watermark for details.  

Photo Credit: Gladstone Taylor
Donette Chin-Loy Chang Shines 
Her down to earth warmth is matched only by her community passion and generous spirit.  Born in Jamaica, Donette Chin-Loy Chang flourished professionally in Canada before finding her stride as a philanthropist in support of Caribbean and Canadian causes.
Donette is Co-chair of Watermark client Food For The Poor (Canada), and serves on the Cabinet for the University Health Network's $1 billion campaign. Of course, the G. Raymond Chang School of Continuing Education at Ryerson University (her alma mater) which bears the name of her late husband, Jamaican-Canadian entrepreneur  Ray Chang, remains close to her heart. "He was one of the world's greatest 'do-gooders', and together we shared a vision of how we saw the world. When you can assist, you do."
Believing education levels the playing field, Donette is Co-Patron, along with her step children Andrew Chang and Brigette Chang Addorisio, of the University of the West Indies (UWI) Toronto Benefit Gala, of which Ray was Patron for 6 years. The April 1st, 2017 gala is the largest fundraiser in North America for the UWI. Donette, thanks for giving & engaging others. 
Blumberg's Charity Data
Mark Blumberg
Charity Data is a searchable database of compiled and compared T3010 Canada Revenue Agency filings from all Canadian registered charities. You can use this data to inform your grantmaking, for organizational benchmarking or research, getting insight into an organization's financial position, leadership and programmatic activities.
A gift to the sector from Mark Blumberg of Blumberg Segal LLP, Charity Data is part of the Sean Blumberg Transparency Project. In memory of Mark's youngest brother, it is among a number of initiatives to provide a better understanding of the size, scope, complexity and challenges of the sector in Canada.   Mark, thank you for your leadership and generosity. 
What's Your 2017 Directors' Education Plan?

Did you know that the  Imagine Canada Accreditation program for charities in Canada has governance standards around annual director orientation and education?   Watermark will help you develop your Director Education Plan, with a suite of engaging customizable workshops, retreats and consulting services, to best meet your needs:
  • Board Leadership & Engagement: Fundamentals for Success
  • Show Me the Money: Creating a Philanthropic Culture
  • Strategic Board Recruitment and Development
  • The Board/Staff Partnership: How to Share Leadership and Get Results
  • Practices of High-Performing Boards: What the Best Boards Do Well
  • Board Self-Assessment and Action Planning
Sharilyn is a member of the Institute of Corporate Directors and a BoardSource Certified Governance Trainer.  She's also an Imagine Canada Accreditation program volunteer, and supports charities to achieve these standards.  Contact Watermark for details.
Sharilyn with panelists (L-R):
Rickesh Lakhani (Future Possibilities), Paulanne Jushkevich (chief fundraiser),
Susan Davis (Sinai Health Foundation) and Vijay Kanwar

Photo credit: Sarah Ali

Good Governance is Mission-Critical  for Fundraising  
For the second year, this Fall Sharilyn taught board governance principles in the  Fundraising Management program at Humber College, highlighting the key roles of boards and how to strategically support and engage directors in their governance and fundraising functions. 

The final session featured a panel of experts exploring the critical relationship between board governance and fundraising.  The guests spoke candidly about board fundraising, ethical challenges, strategy, and philanthropic culture, and acknowledged the joys of governance service. Special thanks to the panelists for their generosity.
ASPIRE Launches in Barbados to 'help charities help'
After a successful pilot in 2016, ASPIRE has launched its Excellence Standards Program consisting of a charity incubator and accreditation to help build the strength and capacity of local charities.   Organizations will benefit from intensive management supports from volunteer Champions, and receive capacity funding.  Upon completion they will be recognized with the ASPIRE accreditation,  advancing confidence and public trust in Barbadian charities.            

Watermark congratulates ASPIRE and their lead funder The Maria Holder Memorial Trust for investing in the capacity of charities to help.

Holiday Reading List Recommendations
Relax and catch up on your reading with these great resources on philanthropy, governance, fundraising and nonprofits:

Invite Sharilyn to help you give with purpose,
raise more money, and 
lead effectively.

Sharilyn Hale, M.A., CFRE

Founder & Principal


Watermark  | 416.567.3002 | shale@watermarkpa.com
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