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It is our pleasure to invite you and your
clients to participate in the Community Foundation of the
North Okanagan (“the Foundation”). Since its inception
in 1975, the Foundation has been providing its donors with
a flexible, low-cost, professionally managed vehicle to accomplish
individual charitable goals.
As a professional advisor, you are in a unique
position not only to support the charitable goals of your
clients, but also significantly affect the quality of life
in our communities. Funds established today in the Community
Foundation of the North Okanagan will provide a critical stream
of income in the decades ahead to meet the changing needs
of our community.
This handbook is designed to make it easier
for you to serve your clients. Please contact the Foundation
office, or a member of the Board of Directors with any questions
or comments you may have concerning the Foundation and its
activities. In addition printed materials, including our Annual
Report are available from our office and on our website.
We are grateful for the opportunity to
work in partnership with you to both serve your clients and
fund community initiatives.
Download the
printer friendly Professional Advisor Handbook -
415Kb 
To the Community Foundations who offered their guidance
in preparation of this material:
- Community Foundation of Ottawa-Carleton
- Surrey Foundation
- The Calgary Foundation
- Red Deer Community Foundation
#304 - 3402 27th Avenue
Vernon, BC V1T 1S1
Telephone: (250) 542-8677
Fax: (250) 542-8655
Email:
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304
- 3402 - 27th Avenue 
