1. Agenda
LEAVE A LEGACY™
Working Group Session
Monday, April 30, 2012 - 3 p.m. – 4:30 p.m.
Tompkins Funeral Home, Davis Drive, Kingston, ON
Objective:
To review activity to date and plans to promote LEAVE A LEGACY™ during May 2012.
Group Discussion
Partners to Date
Partner List updated on National LEAVE A LEGACY™ SEO page
Insert – Fifty-five Plus Magazine May 2012 – gone to print
Ad sales modest – reduced editorial to ensure partner list with contact information included
Main Event for May – Panel Discussion – Belleville May 29th , Kingston, May 30th
Loyalist College May 29th, St. Lawrence College May 30th
Moderator – Bill Petruck, President Funding Matters
Panel Members being finalized
CAGP national office to facilitate online registration and prepare e-blast to send out
Information to be posted to LEAVE A LEGACY™ SEO website
Coordinators – Tim Brown, lead for Quinte, Liz Dobbs Jones, lead for Kingston
Additional LEAVE A LEGACY™ Activity:
May 3rd – Lunch & Learn – Partner Derek Cooped on Legacy Giving
May 3rd – Editorial and Ad for Event in EMC Kingston/Frontenac 57K households and
Belleville, Quinte West, North East and North West Editions for 80K households
May 14th – Evening Session – Partner Kathryn Wright on Estate Settlement Changes
Declarations to Municipal Councils
Submitted to both Belleville and Kingston for 2012
Social Media
Linked in Up and Working, Facebook and Twitter – Chris Winter lead
PSA information sent to Greg Hinton at Bell Media for radio ads – April 25th
Plan for Coming Year 2012 – 2013

2. May 2012 – Supplement
Education event Belleville, Kingston
November 2012 Partnership with AFP National Philanthropy Day Education session on
Gift Planning
January – March Membership Drive
Other:
Need for a media firm – any suggestions
PSAs – Radio, TV – volunteers to help coordinate?

3. LEAVE A LEGACY™
Southeastern Ontario
Update of Activity – March 26, 2012
General Overview of Activity to date (since working group meeting late March 2011)
• Proceeded with contract work through Bestway Marketing Solutions (Colleen Killorn)
who has been working with LEAVE A LEGACY™ programs for over seven years in
Nova Scotia and the last two in Vancouver. She has recently assumed virtual coordinator
role for South Saskatchewan and this summer with Southeastern Ontario.
• Developed Partnership Benefits Package including recognition levels, associated costs
and benefits.
• Created database of prospects which continues to be worked on.
• Completed first email invitation August 2011. Plans for second mailing November 2011.
• Local LEAVE A LEGACY™ website live October 28th, registered as
www.leavealegacyseo.ca ; domain .com also registered and will dovetail.
• Sponsorship of Education Session with speaker Paul Nazareth at AFP National
Philanthropy Day November 15th. LEAVE A LEGACY™ will have air time to promote
program and receive recognition and profile on all material for event.
• Evening session for professional advisors hosted in Kingston by Scotia Private Client
Group LEAVE A LEGACY™ overview provided - November 2011.
• Grant application completed and approved for $4K Fall 2011 to promote program.
• Identified LEAVE A LEGACY™ Champion in Belleville/Kingston markets with plan to
roll out as program grows. Belleville – Lois Hodgins, Tim Brown, Hazel Lloyst;
Kingston – Korin Flindall, Chris Winter, Liz Dobbs Jones
• Social Media sites set up January 2012 including Linked In, Facebook, Twitter,
YouTube, 411.ca, Chamber.ca profile,
• Slideshare account will have centralized, updated resources available to partners
including PowerPoint presentations, ads, resource material etc.
• PowerPoint presentation created for general overview of LEAVE A LEGACY™ SEO
program.

4. Partners to Date:
ORGANIZATION CONTACT LEVEL
Albert College Timothy Brown Bronze
Alzheimer Society of Belleville-Hastings-Quinte Laura Hare Silver
Alzheimer Society of Kingston Vickie Poffley Bronze
BMO Harris Private Banking Helme Good Silver
BMO Nesbitt Burns Anne Desgagnes Bronze
Canadian Red Cross Lois Hodgins Bronze
Cataraqui Region Conservation Authority Michael Bell Bronze
Community Foundation for Kingston & Area Vikram Varma Gold
FaithLife Financial Dawn Harris Bronze
Glenwood Cemetery Company Sandra Latchford Silver
Gordon's Estate Services Nicky Soulis Gold
Hospice Kingston Natasha Girard Bronze
Kingston Home Base Housing Dawn Sadler Bronze
Kathryn Wright at Kingston Financial Centre Kathryn Wright Bronze
Pathways Foundation Deborah Paus Silver
Queen’s University Linda Pearson Gold
Scotia Private Client Group Korin Flindall Bronze
ScotiaMcLeod - Derek Cooper Derek Cooper Bronze
Secura Financial - Kingston office TBA TBA
Seniors Association Kingston Region Diane Luck Gold
St. Lawrence College Frank Lockington Gold
Southern Frontenac Community Services
Corporation Kathryn O'Hara Bronze
The Anglican Diocese of Ontario The Rev. Canon David Smith Silver
The Prince Edward County Community Care for
Seniors Foundation Debbie MacDonald Moynes Silver
University Hospitals Kingston Foundation Liz Dobbs Jones Gold
Wilkinson & Company LLP Jennifer Fisher Gold
Winter Financial (with Investors Group) Chris Winter Bronze
As at March 8, 2012 Total 27 Partners

5. Upcoming Activity/Plans
• First Supplement planned for May 2012 as centre section of Fifty-Five Plus magazine,
being coordinated by Colleen Fitzpatrick Killorn of Bestway Marketing.
• Approach local councils in each municipality in region in March/April 2012 to proclaim
May as LEAVE A LEGACY™ month.
• Event planned for May 29th in Belleville at Loyalist College and May 30th at St. Lawrence
College in Kingston – “Building Your Legacy” Panel Discussion.
Investigate cost/opportunity to have banners made for LEAVE A LEGACY™ month.
Partnership Promotion

6. Suggested Activities (in consultation/coordination with Bestway Marketing)
• Encourage all members of working group to sign up for Partnership
• Invite all partners and members of working group to commit to contact 5 centres of
influence or not for profits to encourage partnership
• Develop information package/scripting for partners and others to promote LEAVE A
LEGACY™ partnerships
• Approach Upper Canada Law Society to send out notification to all members.
Media Outreach
Suggested Activities (in consultation/coordination with Bestway Marketing)
• Develop list of Radio stations in region and contact information
• Identify individual willing to approach with PSA (opportunity for corp.media
partnership)
• Develop list of Television stations in region and contact information
• Identify individual willing to approach with PSA
• Develop list of Print media in region and contact information
• Identify individual willing to approach with filler ads
• Explore other advertising options i.e. Billboards, cost, locations etc.
• All partners to promote LEAVE A LEGACY™ on their own websites with link to lalseo
website
•