1. Let’s talk about …
Money, Money, Money!
Karen Scian & Kris Fletcher

2. Campaign Budgets – how much do I need?
Let’s talk about Money!
Campaign Budgets – how much do I need?
Spending & Fundraising Rules – yup, you better follow them!
Raising Money – you have choices!

3. Campaign Budgets
How much money do I need?

5. Common Elements of all campaigns
Voter Contact
Operations
Fundraising

6. Voter Contact

7. Voter Contact
Business Cards
Branding
Photography

8. Voter Contact
Direct mail
Cost of production
Postage
Mailing Service

9. Which advertising platform is MOST effective?
Voter Contact
Newspaper ads
Radio ads – production & air time
Digital advertising
Paid ads on social media platforms
Website development
Which advertising platform is MOST effective?
How much should I budget for each?

10. Stakes, poles, and zip ties for road signs
Voter Contact
Yard signs
Stakes, poles, and zip ties for road signs
Banners, t-shirts, magnets, pens … anything that is ‘printed’.

11. Get out the vote (GOTV) operation
Voter Contact
Community Meetings
Get out the vote (GOTV) operation
Volunteer expenses
Canvassing (door to door)

12. Win or lose … best to budget for a party!
Voter Contact
Celebrating!
Win or lose … best to budget for a party!

14. Operations

15. Voter files & databases Software Website fees (hosting) Gas
Operations
Salaries
Voter files & databases
Software
Website fees (hosting)
Gas

16. Office space (include internet, rent, heating, etc.)
Operations
Office space (include internet, rent, heating, etc.)
Bank Fees
Office supplies

17. Fundraising

18. Every $ spent on fundraising is a campaign expense

20. Spending & Fundraising Rules
Learn them. Follow them. Or … be on the front page of the paper.

21. Financial Responsibilities
Women's Campaign School
Financial Responsibilities
Remember you can't get contributions or make any expenditure until you are nominated (Campaign period May 1 – December 31, 2018)
Appoint a chief financial officer/campaign manager to keep track of the books
The candidate is ultimately responsible for all finances!
The following formulas are prescribed for the purpose of subsection (9) of the Act (maximum amount for parties, etc., after voting day):
1. In the case of a candidate for the office of head of council of a municipality, the amount shall be calculated as 10 per cent of the amount calculated under paragraph 1 of section 5.
2. In the case of a candidate for another office, the amount shall be calculated as 10 per cent of the amount calculated under paragraph 2 of section 5. O. Reg. 326/16, s. 4.

22. Who can contribute to your campaign?
A spouse*
An individual who normally resides in the province of Ontario
*NEW RULES for you and your spouse
For the head of council: $7,500 plus $0.20 per eligible elector
For council member or trustee: $5,000 plus $0.20 per eligible elector
Cap of $25,000

23. Who can't contribute? A corporation A trade union
A federal or provincial political party, constituency association, or a registered candidate in a federal or provincial election or provincial leadership race.
And individual who is not normally a resident in Ontario
Groups such as clubs, associations or ratepayer's group are not eligible to make contributions. May make contributions as individuals.
Cottage country

24. How much money can be spent on my campaign?
Formula used to calculate the amount of money that can spend
For head of council(Mayor/Regional Chair): $7,500 plus $0.85 per eligible elector.
For council member or trustee: $5,000 plus $0.85 per eligible elector.
The Clerk will give you an estimate when you file your nomination . This will later be confirmed after the return of the voters list by September 25, 2018

25. Where do I keep the money?
Account must exclusively be for your campaign
contributions of money go in this account including money from yourself or spouse
any expenses must be paid from this account
Nomination fee is a personal expense not a campaign expense.
If you do not spend money or do not receive contributions you do not have to open an account.

26. What is a contribution?
Money, goods or services that are given to you for use in your campaign (including goods and services from yourself)
Discounts – the difference between what you were charged and the market price is a contribution. Remember corporations and other businesses are not permitted to make contributions!
Professional Service – if someone would normally charge you give you a service for free, the market value is considered the contribution.
Goods at a fundraiser – if you sell goods at a higher value – the difference is the contribution.
Sign Inventory - the current value of the sign is considered to be a contribution that you made to your campaign.

27. What is not a contribution?
Volunteers working for your campaign
Cash donation of $25 or less is not considered a contribution. You can accept such donations without keeping track of who gave them to you. You will however need to report the total amount of money that you received
A campaign loan from a bank

28. Women's Campaign School 2623786
27/01/2018
Contributions Limits
Only contributions up to $25 can be accepted in cash
Any donation over $100 must be listed on your financial information return
No single or total combined donation can exceed $1200 unless it is your own money or the money of your spouse.
The maximum total amount that a contributor can give candidates in the same jurisdiction is $5,000
Candidates are responsible for advising contributors of limits

29. Issue receipts for every contribution!
The receipt should show name of contributor, date and value.
For goods and service you must receipt the full value
If you receive a check from a joint account the receipt is in the signatories name
Receipt everything over $25.00
Contributions are not tax receipts. Contributions to municipal council or school board campaigns cannot be credited against provincial or federal income taxes.

30. Return ineligible contributions as soon as you find out!
Made outside your campaign period
From an anonymous source (exemption for money $25.00 or less)
From an ineligible source e.g. Corporation, doesn't reside in Ontario
Greater than $1,200
Cash of greater value than $25.00
Can't determine who gave you the money?
Give it to the Clerk!

31. Financial Statements
If you filed a nomination form you must file a financial statement
Filing Deadline – March 29, 2:00 p.m.
A candidate whose campaign contributions or expenses exceed $10,000 must have an auditor to complete financial statements
Compliance Audit Committee

32. What is the most common mistake that candidates make in this area?
Questions?
What is the most common mistake that candidates make in this area?

33. What happens if you don’t file your financial statements?
Questions?
What happens if you don’t file your financial statements?

34. Raising Money
How on earth will I do this?

36. It’s all about scale
Region
Ward
City

37. Waterloo Region 2014
Over three campaigns, I spent over $25,000 of my personal savings to run for office.
I made that choice.
However, that amount is equal to a university education for one of my kids, which always makes me shake my head. I know, from speaking to other women politicians, that I am not alone in that level of financial exposure.
I decided to take a look at the election filings of our current batch of regional councillors (not the mayors), to see if their experiences mirrored mine.
What I found may surprise you.

38. Regional Councillors Campaign Budgets 2014

39. Regional Councillors Waterloo Region 2014

40. Waterloo Region Of the five male candidates:
one received $17750 from unions and almost $6000 from developers, while spending absolutely none of his own money.
Two others received in excess of $ from corporations and developers.
No female candidate even came close to those staggering numbers.

41. What does this all mean for me?

42. FUNdraising You have options!
Self-funding
Remember, there are new rules!
FUNdraising You have options!
For the head of council: $7,500 plus $0.20 per eligible elector
For council member or trustee: $5,000 plus $0.20 per eligible elector
Cap of $25,000

43. Traditional APproach Family & Friends Fundraising events
Business Associates
Face-to-Face asks
Letter campaign
Can be a volunteer role!

44. Online Crowd Sourcing Leverages the power of small donations
Expands your reach into the community
Creates interest & buy-in
Volunteer Role – labour intensive