Craig Swistun Craig Swistun

Vimy Foundation

Season 2, Episode 2

Vimy Foundation works to preserve and promote Canada’s ongoing legacy of leadership through:

  • Youth Programs (Both domestic and overseas, Vimy Foundation engages students across Canada in their country's unique legacy and First World War history)

  • Commemorative Projects (The Foundation helps spread awareness and promote greater recognition of the battle of Vimy Ridge and the First World War as important milestones in Canadian history.

  • Educational resources: Vimy Foundation creates, curates and shares with the public historical resources and modern perspectives on Canada's participation in the First World War.

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Craig Swistun Craig Swistun

Parkdale Food Services

Season 2, Episode 1

Ottawa's Parkdale Food Centre is fighting food insecurity in a different way. Rather than distributing hampers of pre-collected food, they allow their neighbours to select foods that are culturally significant or that cater to specific dietary needs. In this way, they operate more like a community grocery store than a traditional food bank.

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Craig Swistun Craig Swistun

Gifts of Life Insurance

As an estate planning professional, Greg Jizmejian works with families and individuals to help them build a robust plan. Often, this involves making sure that assets are directed to the causes his clients care about most. But, there are ways that individuals can support causes today that they may not be aware of. In this conversation, he touches on gifts of life insurance, donation of appreciated securities, and donor-advised funds.

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Craig Swistun Craig Swistun

Considerate Communication Strategies

Communication Strategist James Morris explains how consideration and empathy can be used as tools to enhance the communication strategies for nonprofits and charities. The result? Better relationships with existing supporters and better outreach to new supporters.

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Craig Swistun Craig Swistun

A New Approach for an Established Cause

Jessica Diniz is President and CEO of Breakthrough T1D Canada (formerly Juvenile Diabetes Research Foundation). She talks about the important role leveraging data and engaging deeply with their supporters played in their rebranding of an organisation that has been making a difference for over 50 years. In addition, she shares how switching from event-based fundraising to major donors has played a significant role helping them achieving their own "big, hairy, audacious goal" of raising $100 million.

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Craig Swistun Craig Swistun

Innovating Your Way Forward

Jaime Martino, is Executive Director for Toronto’s “Tapestry Opera”, where the spirit of innovation is central to everything their company does. It informs the type of work they perform, the programs they run, how they stayed meaningfully connected to people during COVID and even their approach to finding performance space in the heart of downtown Toronto.

This mindset has allowed Tapestry Opera to remain at the vanguard of showcasing new, emerging works of art.

AUDIO-ONLY PODCAST AVAILABLE HERE

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Craig Swistun Craig Swistun

Understanding Donor Advised Funds

Eric Saarvala is Executive Director of Raymond James Canada Foundation. In this video, he talks about "donor advised funds" (DAFs), the role they play in the charitable ecosystem, and how charities must adapt to ensure they continue to stay meaningfully connected to the individual decided which charities to support with a grant.

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Craig Swistun Craig Swistun

Navigating Change

On this episode, Pride at Work Canada’s Director of Programs Jade Pichette describes how the organization has helped corporate Canada navigate change over the past few years to create more inclusive environments.

Jade has tremendous experience in the nonprofit sector, and they also discuss the importance that a strong organizational culture plays when organisations need to evolve and adapt to changing social and economic pressures.

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Craig Swistun Craig Swistun

Lessons from the Starting Line

Claudette Hutchinson has dedicated years working with nonprofits across various sectors. Now, she’s channelling her expertise into driving social change through her OwningMy Initiatives. In this conversation, Claudette shares the key steps she took to ensure her project started strong from Day One.

Claudette can be reached at here on LinkedIn.

Craig can be reached at Craig.swistun@raymondjames.ca

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Lexicon Financial Group of Raymond James Investment Counsel ("RJIC") believes in a different kind of service model for nonprofits and charities. Our approach recognizes their unique needs, and offers expertise beyond portfolio management and asset allocation. This videos on this channel shares stories, information and knowledge from leaders in the nonprofit sector, helping the entire sector grow and prosper. Please see “Social Media Disclosure” in the “Links” section below for important disclosure information. Information within these videos are from sources believed to be reliable; however, we cannot represent that it is accurate or complete. It is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities. Craig Swistun is a Portfolio Manager with RJIC. The view and opinions contained in the article are those of Craig Swistun, a Portfolio Manager registered with RJIC.

Website lexiconfinancialgroup.com

Twitter/X twitter.com/lexiconfg

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