Professional Advisors

The Community Foundation of the North Okanagan works with professional advisors to help clients create a gift that will benefit the community for years to come.

As a professional advisor, you are in a unique position not only to support the charitable goal of your clients, but also to significantly affect the quality of life in our communities. Funds established at the Community Foundation today will provide a critical stream of income in the decades ahead to meet the changing needs of our community.

The Community Foundation of the North Okanagan is a valuable resource for you and your clients. We work with community organizations every day, so we can help your clients match their giving goals with local needs and opportunities.

As a community foundation, we value relationships as much as you do, so we tailor giving options to meet your clients’ individual needs. And because we are experts at the ins and outs of charitable giving, you can offer this added value to your clients.

We know giving and we know communities. The Community Foundation of the North Okanagan can offer everything you need to quickly understand and share information with clients about charitable gift options in your community.

Contact us at 250.542.8655 or email for more information.

Here are some useful Resources:

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