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"Forests and other natural features symbolize Canada. From the earliest times, the inhabitants of this land have relied heavily on the forest. Covering nearly half the Canadian landscape, some 418 million hectares, forests are integral to our environment, our economy, our culture and our history. They are instrumental in the realization of our aspirations as a society and as a nation." (National Forest Strategy 1998-2003).
Two important goals guide the Foundation's approach to conserving forests and forest values in Canada: protection and sustainable use. First, there needs to be an adequate amount of protected forest, including representative and intact ecosystems, at a scale that maintains ecological integrity over time. Second, recognizing the importance of forest resources to the social and economic well-being of Canadians, the Foundation wishes to support the development of best-practices for sustainable forest management in Canada.
In the first instance, given our land base, population density, and remaining intact forest, there is no reason why Canada cannot be a world leader in forest protection and land conservation. With respect to the second issue, given our wealth, expertise and industry leadership, there is no reason why Canada cannot achieve international prominence as a leader in sustainable forest practices.
Yet protection efforts and sustainable forest management have failed to keep pace with the pressures of industrial
and economic expansion. Canada's National Round Table on Environment
and Economy identified several key barriers to conservation on
the ground in Canada, including:
- limited political will and accountability by governments,
the lack of a national vision for conservation in Canada;
- lack of conservation planning at a landscape or ecosystem
level, leading to uncoordinated approaches both within and
between governments;
- limited engagement of key actors, including industry, Aboriginal
peoples and communities;
- lack of benefits and incentives for key stewards of Canada's
lands and waters;
- limited tools to support decision making, including scientific
and technical and socio-economic information and resources;
- limited financial resources to support conservation and
partnerships;and
- failure to integrate the true costs and benefits of nature
into decision-making at all levels, which has led to the perception
that conservation is bad for jobs and the economy
In addition, recent scientific consensus concerning
climate change has highlighted and re-enforced the urgency of protecting
and conserving natural forests. Taking conservation action in these
environments will help them respond to climate change stresses and
allow them to continue to provide important ecological services
such as water purification and supply. Protecting forest ecosystems
can also be an effective method for maintaining the carbon stored
in these ecosystems and preventing its release to the atmosphere
where it would contribute to global warming.
These observations, combined with additional
analysis and consultation, confirmed the importance of supporting
both an increase in the extent of protected forest ecosystems, and
an expansion in the adoption of sustainable forest practices in
Canada.
Program Goals
Developing concrete, measurable conservation
goals is challenging for any organization. It is even more difficult
when one provides financial support to third-party organizations
that are typically working to effect large and complex societal
and institutional change. Our successes are, for the most part,
defined by the successes of our NGO partners working in the field.
For this reason, we have consulted with our grantee community
in an attempt to identify goals and program priorities for the
Foundation consistent and compatible with the broader conservation
themes identified for Canada.
The primary goals of the Foundation's Conserving
Canada's Forests program are twofold:
- Increasing the amount of protected forest ecosystem in Canada.
- Expanding the adoption of sustainable forest practices in Canada.
The Foundation has also observed that over
the last several years, a broadly-supported forest conservation
vision has emerged for Canada’s largest forest ecosystem, the
boreal forest. This vision, which has been developed by leading
industry, First Nations and conservation organizations, is termed
the Boreal Forest Conservation Framework.
It calls on Canadians to work toward a future where at least 50%
of the boreal forest is protected from industrial activity and
the balance is managed to meet globally-leading standards of sustainable
resource use. The emergence of this vision, and the global conservation
opportunity that it represents, has led the Foundation to focus
its grant making on initiatives that will achieve change in markets
or policy that directly supports conservation outcomes in Canada’s
boreal forest.
Program Approach
"Approach" is an often neglected
aspect of strategic philanthropy. A foundation's approach should
be a reflection of the values and perspectives held by its trustees.
In the case of the Ivey Foundation, excellence, leadership and
accountability are the core values within which the Foundation's
approach is rooted.
Ivey Foundation supports a comprehensive
and collaborative approach to environmental philanthropy based
on six components of change:
- Engaging a range of stakeholders and non-traditional allies
in a forest conservation vision for Canada that involves both
protection and sustainable use.
- Basing decisions on credible, unbiased, scientific information;
recognizing that a lack of scientific certainty does not preclude
action.
- Establishing policy and legal frameworks that set out clear,
measurable targets and standards.
- Engaging stakeholders in a compelling forest conservation vision
by linking forest values with a range of broader community, cultural,
and environmental, spiritual and Canadian public values.
- Supporting the capacity of organizations to be effective by
providing meaningful, multi-year support, where warranted.
- Tracking and reporting on accountability at three levels: government
accountability to the public regarding the fulfillment of commitments
and obligations toward sustainable forest management; organizational
accountability of grantees to the Foundation regarding achievement
of their stated goals; and the Foundation's accountability to
the public with respect to the responsible and effective deployment
of its resources.
Program Areas
The Foundation has identified three primary
areas where it believes its grant-making efforts will help to
achieve its program goals. These are Policy and Law, Applied Science
and Markets.
- Policy and Law: Securing conservation-first land-use outcomes
in land-use planning processes. Improving land-use and policy
decision-making processes regarding forest protection and practices.
Improving processes for bringing new and traditional knowledge
and ideas to policy development and decision-making. Securing
forest biodiversity conservation in the context of policies
that address carbon emissions and climate change adaptation.
Supporting the responsible implementation of legal protections
for wildlife, protected areas and sustainable resource use.
Supporting the responsible implementation of legal protections
for wildlife, protected areas and sustainable resource use.
- Applied Science: Innovative science that directly supports
land-use or management practice outcomes. These are conservation
mapping, ecosystem science and wildlife biology projects that
are precedent- setting or produce broadly applicable outcomes
and are made readily available to support the Foundation’s efforts
in policy, law and markets. Applied science projects must demonstrate
that:
- the ecological value or problem under investigation has
relevance to traceable, practical conservation outcomes;
- a clear link exists between chosen indicators and threats/issues
being studied;
- a methodology that can measure a change in the indicators
during the time frame of the project;
- the existence of a mechanism for information resulting from
the project to influence conservation policy or land-use planning
decisions; and,
- a plan to produce a research product that is credible and
accessible to a wide range of audiences.
- Markets: Assisting with building a sustainable business model
for Forest Stewardship Council forest certification in Canada,
and assisting with the development of markets for sustainable
forest products. Supporting organizations that are working to
engage consumers and retailers in programs that encourage the
purchase of sustainably-produced forest products.
Funding Parameters
Ivey Foundation typically provides support
to national or provincial charitable environmental organizations
with a demonstrated capacity and capability to effect change.
Funding may be for a period of up to three years. Grantees are
expected to work closely with staff in the development of project
proposals.
Program Limitations
The Foundation reserves the right to support
any appropriate initiative that is deemed to be relevant to its
mission. The following activities will generally not be supported:
- Woodlot protection or individual forest certifications
- Land acquisition, easements and private land stewardship
- Community and/or local scale projects (not connected to a broader initiative)
- Land ownership and/or land claim disputes
- School-based projects
- Education or curriculum development
- Films or videos
- Primary research
- Graduate research or bursaries
- Capital campaigns
- Endowments
- Buildings
- Deficit financing
- Projects or organizations outside of Canada
The proposal should not exceed 12 pages (12
pt. font) and must be submitted electronically as a Word file to
lellis@ivey.org. One copy of
supplemental materials may be mailed to the Foundation’s office
if electronic versions are unavailable (e.g. annual report).
- Cover Sheet (Cover Sheet
template)
- Executive Summary (1 page maximum)
- Organization and Project Overview (maximum ½ page):
Provide a brief description of the issue/problem being addressed,
your organization, and the role it plays within its sector.
If this request is part of a campaign, include a summary of
the campaign goals, strategies, and main players.
- Rationale and fit with Foundation priorities (maximum ½
page):
Describe how your project fits with the Foundation's priorities
and why your organization is best qualified to carry out the
work. If the project is a collaboration, include a brief description
of each partner, each organization's role in the project, and
the reasons for forming the partnership.
- Project Description and Staff:
Include a description of your approach to address the problem,
a detailed work plan, methodology and anticipated results. Provide
the names and a brief description of the responsibilities of
all key personnel involved in the project, and indicate the
primary qualifications and skills required for any staff to
be hired. If the project is technical or scientific, describe
it in lay terms in the body of the proposal and provide a more
technical description, for peer-review purposes, as an appendix.
- Communications and Collaboration Plan:
Tell us what you will communicate, to whom, how, when, and why
you think this will be successful in helping to meet project
objectives. List your strategic partners and explain how they
will complement your work. Letters of support from partners
may be listed in this section, and copies submitted as an appendix.
- Evaluation Plan:
Describe how your organization will assess the success of the
project. In addition, select relevant indicators for your project
from the Program Evaluation Indicators found in Appendix 1.
(n.b. indicators may be chosen from either program area; projects
with more indicators are not necessarily favoured over those
with fewer.)
- Budget:
Provide an itemized budget in the template (Budget
Template). Typically, the larger the amount requested, the
more detail is required. If the Foundation is being asked for
partial funding of the project, indicate in the budget which
expenses would be covered by a grant from the Foundation and
which would be supported with other sources of funding. Specify
all other requested and confirmed sources of funding.
Required Appendices:
1. Organizational Information:
i. A list of your organization's Board of Directors, identifying
each person's affiliations, and relevant committees or advisory
groups on which s/he sits.
ii. A concise biography of your organization’s chief executive
officer.
iii.A copy (electronic or paper) of your most recent annual
report.
2. Financial Information:
i. A copy of your organization’s most recent audited financial
statements.
ii. A copy of the current year’s operating budget (including
expenditure & revenues to date).
External Review
All proposals in the Conserving Canada's Forests Program over
$20,000 are reviewed by at least one independent peer-reviewer
and vetted by a committee comprising of Foundation Directors
and external members.
The Foundation relies on peer-review of proposals from a large
list of anonymous experts across Canada. We thank them kindly
for their outstanding voluntary contributions to our decision-making
process.
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Reporting Requirements
The Foundation requires that all grantees
submit reports describing progress and final outcomes of their
projects. These reports must answer the questions found below
as as describe progress against the Program Evaluation Indicators
selected during the development of the Evaluation Plan.
- Did you carry out your project as planned?
If not, what was changed and why?
- How do your results compare
with your objectives? Are there success measures beyond those
that have been identified?
- Please describe measurable progress toward the indicators selected
for your project.
- What were the critical elements that led to your successes
and what are your main lessons learned? Did anything happen that
you did not anticipate?
- Were collaboration efforts successful? How could they be strengthened?
- Please describe how the capacity and/or reach of your organization
was changed as the result of this project.
- What will happen as a result of your project in the next five
years?
- What was the single best and single worst feature of this grant
and/or project activity?
- How were the funds spent? (please include a financial summary
sheet with budget, actual expenditures, and a commentary explaining
variances.)
A schedule for reporting will be provided once
your grant has been approved. All grantees whose grant is greater than $150,000 must schedule an
interview with the Foundation. The Ivey Foundation appreciates recognition in materials produced with the Foundation's support.
Please contact the Foundation to receive digital files of our logo for this purpose. While we appreciate your thoughts, please do not
send plaques or posters.
Grant
Report Coversheet Template
Financial
Report Template
Appendix 1. Program
Evaluation Indicators (Revised November 2006)
The Foundation has developed a new evaluation
process. Part of the evaluation using indicators to measure the
desired conservation outcomes1
in the Conserving Canada’s Forest Program. Each applicant must
choose indicators that they believe will be relevant to their
project. These will be used for project reporting by the applicant.
Please note that applicants submitting a project under the Applied Science cluster must select indicators from the Policy and Law and/or Markets clusters. This approach is consistent with our desire to ensure that applied science projects lead to measurable change in one of these two areas of interest.
1Outcomes
are the desired accomplishments of a grant or a series of grants
and may include: a newly designated protected area, new legislation,
policy changes or shifts in the market towards sustainability.
Outputs are specific products supported by a grant and may include
research reports, workshops, maps, communications tools and public
event.
Policy and Law
The Policy and Law cluster includes:
- Securing conservation-first land-use outcomes in land-use planning processes by improving land-use and policy decision-making processes regarding forest protection and practices.
- Improving processes for bringing new and traditional knowledge and ideas to policy development and decision-making.
- Supporting the responsible implementation of legal protections
for wildlife, protected areas and sustainable resource
use.
A specific component of the policy and law
cluster evaluation will be how organizations have or have not
overcome barriers to change with specific lessons learned in this
regard. Policy and law projects will be evaluated based on the
following indicators.
- Protected Areas Establishment and Management
| 1.1 |
Area of protected area regulated or legislated as a result
of program activities |
| |
|
| 1.2 |
Prohibition of industrial activity in protected areas |
| |
|
| 1.3 |
Requirement for maintenance of ecological integrity and
conservation for management of protected areas. |
- Conservation of Wildlife
| 2.1 |
Requirement for science-based listing of species at risk |
| |
|
| 2.2 |
Requirement for protection and recovery of habitat of
species at risk |
| |
|
| 2.3 |
Requirement that quantifiable habitat objectives for a
meaningful range of indicator species are used in resource
planning |
| |
|
| 2.4 |
Requirement for special planning to maintain connectivity
between habitats, core forest areas and key landscape features |
|
| |
|
| 2.5 |
Requirement for the protection of riparian reserves for fish and wildlife habitat |
- Land Use and Forest Planning
| 3.1 |
Requirement for conservation first land-use planning before
development decisions |
| |
|
| 3.2 |
Requirement that forest harvest levels (or industrial
disturbance rates) are the result of planning for conservation
needs first |
| |
|
| 3.3 |
Requirement for the maintenance of a range of forest age
classes within the range of natural variation |
| |
|
| 3.4 |
Requirement that forest species composition at the stand
and landscape level be patterned on natural forest systems |
| |
|
| 3.5 |
Requirement that site-specific operations require impact
assessment prior to commencement of operations |
| |
|
| 3.6 |
Requirement that access planning set ecological thresholds
for road density, describe abandonment strategies and avoid
sensitive biodiversity/ecological values |
| |
|
| 3.7 |
Requirement that
environment pollutants impacting forest health be regulated
(e.g. acid rain, ground level ozone, greenhouse gases) |
| |
|
| 3.8 |
Requirement that use of pesticides and GMOs be banned from
commercial forest operations. |
Markets
The markets program area assists the building of a sustainable
business model for Forest Stewardship Council forest certification
in Canada, and assists with the development of markets for sustainable
forest products. This includes supporting organizations that are
working to engage consumers and retailers in programs that encourage
the purchase of sustainably-produced forest products.
Following are the indicators of success:
- Market success of FSC in Canada
| *4.1 |
Number and percentage market share of FSC
products by type |
| |
|
| *4.2 |
Dollar value and market share of FSC products in Canada
and major export markets. |
| |
|
| 4.3 |
Financial health of FSC Canada |
| |
|
| 4.4 |
Number and impact of FSC procurement policies establishment,
including: |
| |
|
| 4.5 |
Number of FSC certified producers and Chain of Custody
holders in Canada |
| |
|
| *4.6 |
Financial health (share price compared to sector) of
FSC-certified forest companies |
| |
|
- Area of FSC certified forests
| 5.1 |
Area of FSC certified forests |
| |
|
| 5.2 |
Area of FSC protected areas deferrals |
- FSC - related policy measures
| 6.1 |
Provincial support for FSC and /or removal of barriers |
| |
|
| 6.2 |
Number of FSC regional standards completed |
| |
|
| *6.3 |
Number of FSC forest management certificates by jurisdiction
in Canada |
| |
|
| *6.4 |
Percent of managed forest in each province that is FSC-certified |
| |
|
| *6.5 |
Proportion of new forest licence area in areas unallocated
previous to2003 that are FSC-certified (goal is 100 percent). |
* Please do not select these indicators for individual grants. The Foundation will be using these to evaluate overall program performance.
Applied Science
Applied Science prefers to practical
science that directly supports land-use or management practice
outcomes including conservation mapping, ecosystem science, and
wildlife biology projects that are precedent setting or produce
broadly applicable outcomes. The results of applied science projects
must be made readily available to support the Foundation’s efforts
in policy, law and markets. Applied science projects will be evaluated
according to the following considerations:
- A plan was followed
to produce a research product that was scientifically credible
and accessible to a wide range of audiences.
- A clear link exists between chosen ecological value
and the threats/issues being studied, evidence of the success
of using a particular ecological value to be provided.
- A methodology was used to measure a change in the
ecological value during the time frame of the project and a
positive change is measured.
- The project led to traceable, practical conservation
results that influenced outcomes.
Grant Allocation Strategy
Ivey Foundation has developed the graphic
below to illustrate program area organization and planned grant
allocation within the Conserving Canada’s Forests Program. These
allocation percentages will be the averages obtained over a number
of years and will not necessarily reflect annual grantmaking.
Grant
Allocation Strategy in Word format
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The Ivey Foundation does not accept unsolicited
proposals for the Director-Initiated or Strategic Opportunities
Programs.
The Ivey Foundation accepts Letters of Inquiry for grants under
the Conserving Canada's Forests Program once a year. The deadline
for Letters of Inquiry is posted well in advance on this website
and can be sent electronically to info@ivey.org.
The Letter of Inquiry is a concise (two page maximum) outline of
the project; it must contain the following:
- a brief description of the project or purpose for which assistance
is requested*;
- a brief description of the organization's history, objectives
and activities;
- a brief budget and time line.
* If this grant is strongly related to or an
extension of a previous grant from the Foundation, please include
a short description of the previously funded project’s schedule
and progress to date.
If the project falls within the Foundation's guidelines and interests,
the grantseeker will be asked to provide a full, written proposal
and will also be invited for an interview to discuss the project
in person.
Please submit all letters of inquiry to:
Bruce Lourie
President
Ivey Foundation
11 Church Street, Suite 400
Toronto, Ontario
M5E 1W1
info@ivey.org
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Conserving Canada's Forests Program - Letters
of Inquiry Deadline
Winter 2009 application deadline - January 9, 2009
Conserving Canada's Forests Program - Proposal
Deadline
Winter 2009 full proposal application deadline (following Foundation's
acceptance of Letter of Inquiry) - February 20, 2009
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