1. NOTES FROM LEAVE A LEGACY™ WORKING GROUP SESSION
JANUARY 9, 2012
1. PSAs and how we get moving forward with them – Colleen will have a strategic
plan ready for us shortly
Needed: Please review the attached media list and bring/send any additions and
identify any you have an ‘in’ with.
Agreed that success will be measured by our effectiveness in regular PSAs in the
following mediums:
Radio
TV
Filler Ads
Hazel Lloyst and Laura Lee Hogan agreed to be ‘go to partners’ for media primarily in
the Quinte area and secondarily across the region. They will help Colleen facilitate
contact with media and oversee to ensure we are reaching the key organizations.
Chris Winter provided package of information for EMC as it covers almost the entire
region and could be considered key for inserts/psas or filler ads.
NEXT STEPS:
• Forward any updates to media contacts directly to Colleen who will liaise with
Hazel and Laura Lee to coordinate PSAs.
• Colleen will be asked if possible to set up a central media file with a view to
posting it on Slideshare for use/review as needed by working group.
• PSA strategy to be ready to roll out by March 31st
2. The insert planning – I hope to have samples for you to view –
Needed: Do we do a newspaper insert or do we use partners and others as pick
up points?
On review of both newsprint insert and ‘glossy coffee table’ insert, it was agreed it may
be worthwhile to try both depending on cost. Go with the ‘glossy’ for the May run and
the newsprint for the fall run and review the impact to determine if one had a better
response than the other.
Hazel Lloyst and Laura Lee Hogan agreed to be involved from a review perspective for
insert and assist Colleen with coordination.
NEXT STEPS:
• Colleen to pursue small, glossy insert for May publication 12 – 16 pages max.
possibly smaller.
• Set up call with Hazel and Laura Lee to discuss ideas, theme, cost structure etc.
and roll out.

2. 3. An event we’re hoping to plan for May that partners can be involved in – a
seminar to encourage donors to give away their tax on death using software that
is available to help calculate a rough number. I have a template to share.
Needed: Help to organize one in Quinte and one in Kingston in mid-late May
All in favour in principle to hold two events; one in Quinte, one in Kingston, in late May.
Frank Lockington offered to secure dates to host the Kingston event at St. Lawrence
College.
NEXT STEPS:
• Frank Lockington to advise available dates in May asap.
• Liz to contact Loyalist College in Belleville for Partnership opportunity and
interest in hosting event.
• Wilkinson & Co. to be approached as panel members in both Belleville and
Kingston based on regional representation and Gold Parntership.
• Format to include lunch and offer to Partners to bring guests they feel would
benefit from information.
4. Champions for each community
Needed: Identify in each community – invites going out to CAGP members as a
start
• Tim Brown, Lois Hodgins and Hazel Lloyst agreed to be the Champions for
Quinte/Belleville.
• Kingston includes Liz Dobbs Jones, Korin Flindall and Chris Winter (others
welcome to come on board) – please confirm
• It was decided that other communities will be brought on as the program
develops and grows within each of the areas across the region.
NEXT STEPS:
5. Partnership drive – update and next steps
Needed: Members to take on charities in their own community and provide email
addresses and send out a notice to people they know to encourage them to
become a partner – what does this look like? Does each partner get asked to ask
5 other organizations or advisors?
Since meeting request, database has been built with most charities email addresses
across the region. Partners will not be asked to ask others at this time. It was agreed
that there is not an urgency to growing the partners but rather do things well, keep
NEXT STEPS:
• Group decided partners not be asked to promote partnerships – they will do so
as the program builds.

3. • Continue to spread the word as activity increases through media and thoughtful,
well laid out strategies and the growth will happen as a result.
6. Declare May LEAVE A LEGACY™ month.
Needed: Discuss approach to municipalities in our region
• Lois Hodgins agreed to send template of request to Council to declare May
LEAVE A LEGACY™ month. – by mid February.
7. Update on LinkedIn, Facebook, Twitter
Needed: video, partner photos, descriptions, logos
Chris Winter provided overview of social media pages and accounts he has set up for
LEAVE A LEGACY™ program for Southeastern Ontario.
NEXT STEPS:
• Submit social media links to National office for vetting/approval – done
• Update as required – Chris/Colleen
• Send e-blast to prospects, partners to check out the sites – Liz through Colleen
before end of January
OTHER:
Working group asked for electronic version of updated invitation to partner with LEAVE
A LEGACY™ . Current version is out of date and needs clarification – draft sent to
Colleen for review.
All agreed monthly e-blast to partners and prospects an effective way to keep everyone
informed of progress.
Need to review Partner access to use of logo and brochures.
Next gathering of LEAVE A LEGACY™ working group: Monday, March 26th 3 p.m.