How are you planning on making an impact?
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.
Make your legacy last forever
There are a variety of ways to give back to your community. Pick the one that fits your life.
Contribute to a granting program
Support one of our existing programs.
Give a little each year
A small annual donation creates a reliable grant to a charity.
Give a large gift now
Make an immediate impact for a local cause.
Set up a fund
Start a legacy that supports future generations.
Ways to give
Gift in your Will - Leave a specific amount or a percentage.
Back-up plan in your Will - Name the community foundation as your contingency plan.
Life insurance - Make the community foundation the beneficiary.
RRSP, RRIF or TFSA - Make the community foundation the beneficiary.
Monthly donations - Give a little each month to grow your fund.
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. We handle the complicated bookkeeping and offer low fees, so you can focus on the most fulfilling part: giving.
We’ll work with you to choose the fund structure that suits your giving goals, then guide you through selecting a fund type.
Donor advised
You recommend where grants go.
Designated
Your gift supports the charities you name.
Undesignated
We direct grants to the community’s greatest needs.
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 seminar.
We’re here to help.
Questions or concerns? Reach out to us for any additional support.
Leanne Hammond
Executive Director
leanne@cfno.org
250-542-8655
