Giving

Legacy Giving

You can create a lasting local impact. Talk to us about your ideas for the community and we’ll help you create a future giving plan.

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Make your legacy last forever with a variety of options to give back to your community.

How to Make an Impact:

  • Contribute to one of our granting programs

  • Make a small annual donation & create a reliable grant to a charity

  • Give a large gift that makes an immediate impact for a local cause

  • Set up a fund to start a legacy and support future generations

Ways to Give:

  • Gift in Will - specific amount or a percentage

  • Contingency Plan - CFNO is the back-up plan in your Will

  • Life Insurance - make CFNO the beneficiary

  • RRSP/RRIF/TFSA - make CFNO the beneficiary

  • Set up Monthly donations to grow your fund

  • Read more about how to give here.

Starting a
Legacy Fund

Our connections to the community and our administrative expertise make us a sound choice for whichever style of endowment fund you’d like to start and gives us valuable insight into emerging needs and pressing issues facing North Okanagan residents. We handle complicated bookkeeping and offer low fees, so you can focus on the most fulfilling part… giving.

To get started with a Legacy Fund we work with you to determine the fund structure (donor-advised, undesignated, and designated) best suited to your giving objectives and then guide you through selecting one of the fund types.

Read more about the fund selections here.

Our Commitment to You

We’ll invest your gift wisely so that it has a lasting impact.
Our trusted investment experts are here to help your legacy grow.

We’ll always carry out your wishes.
Whether it’s 10 or 100 years from now, we’ll follow the plan you outline for your giving.

We’ll honour you in the way that feels best to you.
Share your story and inspire others to make a difference — or stay anonymous. We’ll respect your choice.

Already Included Us in Your Estate Plan?

Thank you! We’re so honoured that you’ve included Community Foundation North Okanagan in your estate plan. Please let Leanne Hammond our Executive Director know so that we can invite you to the next Annual Community Meeting or community initiative seminar.

Make the most of your giving.

Contact Leanne to establish your future giving plan, today.

Leanne Hammond
Executive Director
leanne@cfno.org
250-542-8655

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