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Wednesday February 28, 2001 THE OAKVILLE BEAVER B3 Couple gives CFO second largest gift of $600,000 By Wilma Blokhuis OAKVILLE BEAVER STAFF When Terry and Bonnie Jackson sat down to review their charitable giving for the year, they decided to `give the gift that keeps on giving.' "We've been making up to 60 dona tions a year," says Terry, explaining he and Bonnie would sit down twice a year to discuss their charitable giving. Last December, they sat down to review their giving for the second half of the year, and opted for a different kind of donation. They called the Community Foundation of Oakville (CFO). They decided to donate about $600,000 in Bank of Montreal stock Terry had accumulated over the years as an investment broker. Their donation is the second largest the CFO has received in its seven-year history. The largest is the $1 million gift from Bernice and the late Alexander De Maio in 1996. Currently, the CFO has $6.2 million in managed funds, and has made over $3 million in grants back to the com munity from earned interest and other fund-raising projects. The Jacksons' donation will be an advised fund - each year, the couple will advise the CFO on where they would like the earned interest to go. Much of their money has gone, and will continue to go, to the Juvenile Diabetes Research Foundation (JDRF), ever since their daughter Joanna was diagnosed with juvenile diabetes 23 years ago. Today, Joanna, who turns 28 in March, is a teacher in Toronto. She has accepted life as a diabetic and is about to go on an infusion pump to better reg ulate her blood sugar. "She's had diabetes since she was five," said Bonnie. Joanna was a JDRF `poster child' and Bonnie served as president of the Toronto chapter. "It helped show a positive side to living with a life threatening disease," said Bonnie. "I have to give her a lot of credit. She's traveled widely despite her dia betes. "Joanna has been an inspiration to us. She looks at life in a positive way. She's a really neat kid. "Her two sisters have never resented the extra attention Joanna got. Joanna was five (when she was diagnosed) and her two sisters were three and four." Bonnie has parlayed the experience of raising a diabetic into a business focusing on making healthy lifestyle choices. Four years ago, she launched Wellness Plus, offering workshops and seminars. "I've learned over the past 23 years that I couldn't change her diagnosis, but could help her live a healthier life and encourage her to make healthy choices. Terry admits he learned to under stand what the CFO is all about from friends. "Historically, we've been fortunate to donate to charities and support the Oakville community," he said. "Putting the donation with the CFO will make the donation process more efficient. We will designate where the money goes. And, we want our donations to have a positive effect." Establishing a family fund with the CFO is an "efficient way of donating and having your money managed in the community where you live," said Terry. They have lived here for 21 years. Over the years, the couple has also supported the United Ways of Oakville and Toronto, Oakville Trafalgar Memorial Hospital, Hospital for Sick Children, McGill University, University of Western Ontario, Heart & Stroke Foundation, "plus another 50 charities," said Terry. Changes in tax regulations "have made it more tax efficient to donate securities which have increased in value," explained Terry. Following the introduction of the capital gains charitable tax incentive in 1997, Canada's 109 community foun dations have seen large increases in donations of stocks and securities. Last year, more than 60% of the $185 mil lion in donations were stocks and secu rities. "My old Bank of Montreal stock had appreciated substantially, and we decid ed to donate them," said Terry. The Jacksons challenge others in similar positions to consider making a donation. "A lot of Oakville residents, who work in financial institutions, have seen their net worth increase, and it's more tax efficient to donate shares than to just give money. "Many insurance companies have de-mutualized, and policy holders who got their shares at almost zero cost are realizing very large capital gains. "It's appropriate to share the wealth." Terry retired from the . Bank of Montreal last June. "Now that's I've taken a breather, I'm ready to get back to work. I feel I'm too young to be retired for good." In April, he joins MacDougall, MacDougall, MacTier of Toronto, Canada's oldest investment dealer, as president and chief executive officer. Previously, he worked for 25 years at Nesbitt Bums - it was known as Nesbitt Thomson when he started in the broker age business. Mary Ellen Frederick, the CFO Photo by Ron Kuzyk Bonnie and Terry Jackson, and Mary Ellen Frederick, right, executive director of the Oakville Community Foundation, make arrangements for the Oakville couple's $600,000 donation (in securities), the second largest fam ily donation in the CFO's history. The Jacksons are establishing an advised family fund. executive director, said the fundraising organization has 30 family funds, "and we deeply appreciate the gift the Jacksons have given. "We (the CFO) provide grants to registered charitable organizations for projects that maintain or improve our quality of life. Unlike other charities, which are usually dedicated to a single cause, the Community Foundation sup ports the entire range of charitable activities in our town: social services, health care, arts and culture, environ ment, heritage, education and commu nity development." The CFO oversees the Oakville Heritage Trust, Oakville Heritage Trails project and the Oakville Dream Home Lottery, said Frederick. For more information, call the CFO at 905-844-3562. Help Fight Juvenile Diabetes in Halton! KNIGHTS OF COLUMBUS 3RD ANNUAL £ | . Peirhj Q Peinte Saturday, March 17 Knights of Columbus Hall 1494 Wallace Road., Oakville featuring the... e c /a/i Billy Harper Band ^^|P P e c ia i! from 8 p.m. until la.m per person f°99in Pr0nW ^ . Construction Industry Are you interested in a career in the Next program starts construction industry? The Centre has March 26th at The developed an exciting new program to prepare participants in a number of Centre in Milton construction-related occupations, in partnership with Mattamy Homes, Canada's largest home builder. You will frame a house from the foundation to the final framing details. The focus of the program is framing, however, you will also receive hands-on opportunities in the following: Electrical Trowel Trades Plumbing/HVAC We have employers ready to hire our successful graduates! Tools, textbooks and safety equipment given to each student (approximate value $300.00) ) Oakville's finest Irish Stew will be available from 8 p.m. in a non-smoking environment. Cash Bar with popular prices! Plenty o f Door Prizes! Special Draws! call 905-827-1854 or. John Crilly at 905-845-6277( Call to attend a FREE Information Session For more information contact Isabel Webb - (905) 333-3499 or 878-1240 or visit our website at www.thecentre.on.ca Y M a rc h B M a r c h 1 2 -1 6 ,2 0 0 1 YMCA We build strong kids, strong families, strong communities. Co-ed Basketball Cam p 9-16 yrs · extreme basketball and maximum fun · participants receive a Y M C A T-shirt · skills, team play, scrimmages and an end-of-the-week tournament · location: St.Thomas Aquainas High School Monday-Friday 8:30-4:00 pm MBC400I $135 In partnership with Mattamy Homes Skills Development & Training The Centre Dream-a-Thon magic show not just for children nr The magic show to be performed by illusionist Aaron Paterson, magician Thomas Baxter and juggler Craig Douglas is for people of all ages - not just children - says Vinnie Di Rollo, organizer of Dream-a-Thon 2001 tak ing place at St. Thomas Aquinas Secondary School on Saturday, March 3, from 9 a.m. to 10 p.m. Co-organizer of the event is the Oakville Field Hockey Club. Admission to the Dream-a-Thon is free. The magic shows will be held at 11 a.m. and 3 p.m., and admission is $5 for adults and $3 for children. Tickets, 500 per show, will be sold at the door. · All proceeds from Dream-a-Thon will go towards Dreams Take Flight which takes terminally ill and disabled children to Disney World for a day. Bucci Hair will be giving haircuts, donating fees to Dreams Take Flight. The Dream-a-thon will resemble a marathon field hockey game. The offi cial opening at 1 p.m. with Mayor Ann Mulvale, will be followed by a celebri ty match between the Oakville Celebrities and Oakville Firefighters. For more information, call 905-8471843 or 905-465-2528; or visit www.geocities.com/ofhc WINTER CLEARANCE MISSISSAUG4V, O NTARIO W E S TP O tN T S TE V fN S f a c t o *y ' 4 L * OUTVCT ^ Futurekids Computer Learning at the Y · experienced technology instructors work with children on project based themes · children work in groups of two · complete exciting assignments through cooperative learning and sharing · call Futurekids at 338-3700 for more information Fun With Crafts 6-11 yrs · create beautiful spring crafts for decorating · fee includes all materials 9:30-11:00 Monday Tuesday Wednesday MYC400I MYC4002 MYC4003 M YC4004 Spring Wreath Candles Pot Pourri Folk Art $16 $16 $16 $16 $60 Critter C am p 5-8 yrs Jit 1 » Thursday · create, research and identify different animals and critters · introduction to spreadsheets and word processing · bring related items to camp such as critter homes, stuffed animals and pictures of favourite critters Monday-friday 9:30-1100 am FKY4001 $ 138 Complete Series Special (Monday-Thursday) Note: Substitutions may be made due to supply availability. Robotics Babysitter Training 8-12 yrs 9 0 5 - 7 1 :2 -8 9 9 9 S&QeAv'toy Road 11-16 yrs · young engineers build movable machines out of LEG O · hook machines up to a computers and control them with programs the children write Monday-Friday 1130-3:00 pm FKY4002 $138 Learn the fundamentals of babysitting, safety in the home, emer gency procedures, practical first aid and more. · program is taught and administered in accordance with the entire pure this ad Ontario Safety League manual (supplied) · practical application is required Monday-friday I (hOO-110 0 noon BTR4004 Monday-Friday 1:15-3:15 pm $56 Hundri Store Hours Monday - Friday 1#U - Keyboarding Monday-Friday 3:30-6:30 pm 12 yrs and up KEY400I $130 s on sale! · leam your way around the keyboard BTR4005 $56 Duvets · Blankets · Towels Comforters · Sheet Sets A n d M uch More Hooked on Music · leam to read sheet music 7-10 yrs TP R E S C H O O L Art Extravaganza $i6/chiid per day Children have a great March Break experience. Exploring and creating each day with different materials. A nut-free snack will be provided daily. Mon 12 Mon 12 Tues 13 Tues 13 Wed 14 Wed 14 Thurs 15 Thurs 15 Fri 16 Fri 16 l-3pm 1-3pm 9:15-11:15am l-3pm l-3pm l-3pm 9:15-11:15am l-3pm 9:15--11:15am l-3pm 2-4 yrs 3-5 yrs 2-4 yrs 3-5 yrs 2 -4 yrs 3-5 yrs 2 -4 yrs 3-5 yrs 3-5 y n 1 5 - 3 5 yrs UBT400I UBT4002 UBT4003 UBT4004 UBT4005 UBT4006 UBT4007 UBT4008 UBT4009 U BT40I0 · rock with the likes of Beethoven! · leam to play the keyboard and the recorder · listen to music from various famous composers Monday-Friday 1:30-3:00 pm YHM 400I $60 World Wide Sports Cam p 6-10 yrs · perfect for active children |Wes| FACTORY OUTLI V is it u s o n th e w eb at: www Q m n a .c o m " p* 3 0 0 c} a n y o lho r u · special daily themes centered around sports · indoor and outdoor play (weather permitting) · crafts and games with child appropriate videos at lunch · tuck shop available with drinks and snacks · special out trip, day and location to be determined · send your child with lunch as well as appropriate clothing for gym and outside play . W e a ccep t c o m p e tito r s 'c o u p o n s clteccwn' N o adiyitfnants m o d * <J*> previous O f f e r e x p ire s M a r c h 1 1 , 2 0 0 1 . C o u p o n #1 8 4 6 . · location: St. Bernadette S.S. 120 1 Heritage Way Monday-Friday 8:30-4:30 pm 6:00pm for $30lweek. SPB400I $135 per ppEpiWe;. registration Note: Supervised after core is available on site until Register today or call for more info. O N L Y THE FACTO RY CAN SELL TH IS L O W ! 4 10 Rebecca Street, Oakville 845-3417