Our Work

What We Do

Shuswap Community Foundation is a public, non-profit organization created by and for the people of Shuswap. It connects donors who care with causes that matter and serves as a trusted resource for addressing issues and leveraging opportunities in the community. It attracts and manages a growing endowment, the invested earnings of which provide grants to charitable organizations.

The Foundation’s role is as neutral broker in support of all charitable causes that contribute to the community’s quality of life. With a growing profile, Shuswap Community Foundation has built an enviable reputation for astute financial management, high-quality donor services, strategic grant-making and innovative partnerships.

Grantmaking

Making wise and effective distributions to meet community needs while respecting the wishes of donors.

Donor Engagement

Developing strong and meaningful relationships to advance the causes that donors hold dear by helping donors fulfill their philanthropic goals and by honouring the legacies entrusted to the community through the Foundation.

Leadership

Providing community leadership by recognizing opportunities to serve the public good and by supporting effective responses to local needs identified by charitable organizations.

Stewardship

Maintaining the purchasing power of funds entrusted to The Foundation, achieving maximum returns consistent with prudent investment and assuring sound financial management practices so that the legacy created by the donor is respected in perpetuity.

Communication

Providing information about our services and being publicly accountable for our decisions.

The Concept is Simple


People who care deeply about the Shuswap make large and small gifts to the Foundation. These gifts are pooled and invested to create a growing endowment. As assets increase, so does the Foundation’s capacity to award grants to support projects and programs that enhance the community.

SCF Capital Funds Growth 2012 to 2017

2017$8,852,797
2016$8,136,029
2015$7,741,996
2014$6,940,770
2013$5,701,132
2012$4,884,921

Endowment Funds

Market Value as at June 30, 2018


Discretionary Funds

No Limitations

No Limitations Funds give the SCF Board discretion in the distribution of income earned from these funds to support a wide variety of needs and community projects throughout the Shuswap region.
Albert and Muriel Spencely Memorial Endowment
$22,289
Brooke, Downs, Vennard LLP Endowment
$11,025
Brooke, Jackson, Downs Endowment
$21,398
Catherine and Joseph Shay Memorial Endowment
$81,484
Chapman Family Endowment
$14,048
Dave Neale Memorial and Trinity Neale Endowment
$17,366
David Wood and Jean Bleakley Endowment
$13,065
Derkaz/Derby Family Endowment
$42,803
Don and Irene Rogers Endowment
$13,948
Doreen McCaig Memorial Endowment
$110,279
Doug and Donna Adams Family Endowment
$30,805
Earl and Muriel MacKenzie Family Endowment
$17,376
Founders Fund
$93,593
Fred and Alice Duck Endowment
$12,227
Gordon and Bev Marshall Family Endowment
$22,434
Gordon Priestman Memorial Endowment
$15,308
Harry, Thelma and Patricia May Endowment
$12,471
Higgins Family Endowment
$44,315
Howard Johnston Memorial Endowment
$10,932
Ian Duncan and Maureen Stickney Endowment
$11,002
Louise and Sieg Silver Memorial Endowment
$2,241
Lynda Nicholson, Allen Ferguson Endowment
$13,072
Marian and Ralph Segreto Endowment
$52,567
Nancy and George Clark Memorial Fund
$73,645
Nels and Nellie Latta Memorial Endowment
$8,963
Nina Dickins Family Endowment Fund
$24,022
Pat and Peter Cummings/George and Eva Kassa/Patti and Bryan Kassa Endowment Fund
$23,704
Reid/Wright Families Endowment
$15,554
SCF Community Fund
$332,689
Sheldon and Karen Pukas Family Endowment
$19,179
Tom and Elsie Brighouse Family Endowment
$29,603
Ulrich and Margarete Schoene Family Endowment
$19,142
White/Johnson Endowment
$11,204
Total No Limitations
$1,243,753

Donor Limitation

The donor has selected their fund income be allocated to a field of interest or a specific geographic location within the Shuswap region.
Aileen Gentles Memorial Endowment
$12,930
Allan and Rosemary Wilson Preserving Memories Fund
$10,132
Anneli Long/Deo Lutheran Endowment Fund
$10,683
Anonymous Eagle Valley Seniors Endowment Fund
$14,814
Bill and Mary Douhaniuk Endowment
$71,782
Bob and Marlene Robertson Family Endowment Fund
$16,646
C. Norman Barber Endowment
$72,471
Carson/Murray Endowment Fund
$16,321
Dr. Lee and Jos Penner Family Endowment
$4,209
Dr. Tess Trueman Endowment
$105,378
Eagle Valley Communities Endowment
$13,262
Edna and Dan MacQuarrie Family Endowment
$18,475
Ev Painter Endowment
$31,545
Garry Locke Memorial
$7,988
Gary W. Carder Endowment Fund
$15,461
Geoff and Judith Benson Family Endowment
$251,623
Ian and Wendy Clay Endowment Fund
$12,646
Jennifer Phillips Memorial
$86,642
Joe and Bobbi Johnson Schools Legacy
$25,387
John and Ingrid Monk Endowment
$147,056
Kyllo Family Endowment
$10,945
Landers Family Legacy
$11,542
Letham Family Endowment
$16,839
Maureen Brass Memorial Fund
$3,377
Maurice Gillis Memorial Endowment
$12,421
Memorial Walkway Fund
$75,114
Mickey Petersen Endowment
$5,849
Paul and Elvi Pukas Family Endowment
$52,460
Potter/Edgell Family Endowment
$39,471
Robin Jackson Environmental Endowment
$22,542
Rod Bailey Endowment
$18,096
SASCU Community Endowment
$115,723
SASCU Youth Endowment
$21,387
Seniors Project
$34,479
Sorrento Lions Club – Catherine Dilworth Memorial Endowment
$118,661
Steve Guidone and Jaki Greenhough Endowment
$1,672
Wainwright-Mobley Memorial Endowment
$238,414
Total Donor Limitation
$1,744,443
Total Discretionary Funds
$3,703,625

Dedicated Funds

Donor Directed

These funds are established by donors who wish to support specific charities or advanced educational pursuits for students through scholarships and bursaries.
Al Neale Bursary
$172,836
Beryl Herdan and Al Neale Endowment
$24,083
Bill and Mary Douhaniuk Endowment – Shuswap Hospital Foundation
$38,715
Bill and Peggy Kernaghan Family Endowment
$2,553
Bill MacDonald Memorial
$17,911
Braby Family Endowment
$11,222
Brad Jackson Scholarship
$24,817
Bruce Hall Memorial Endowment
$3,134
Canadian Mental Health Association Shuswap/Revelstoke Branch
$24,070
Centennial Reunion Scholarship
$8,709
Clara Anderson Endowment
$11,698
Class of ’77 – David MacKay Memorial Endowment
$10,391
David John Stratton Memorial Bursary
$16,450
Dearing Family Endowment
$24,857
Denis Marshall and Geoff Leech Memorial Endowment
$10,687
Dorothy Longdo Memorial Bursary
$148,427
Doug and Donna Adams Museum Endowment
$1,187
Douglas Burkitt Memorial
$15,934
Elisabeth Thomi Endowment
$1,546,260
Eve and Christopher Wright Scholarship
$17,768
Fowler/Gomme Family Endowment
$30,284
Frank and Rita Smuin Memorial Bursary
$26,848
Glenn and Judith Borthistle Endowment
$10,241
Gordon Mackie Endowment
$1,120
Henderson Award in International Development
$71,359
Jack and Edith Stead Endowment
$55,196
Jack and Edith Stead Hospital Endowment
$13,051
Janet Pattinson – Shuswap Naturalist Club Bursary
$30,660
Jean and Ralph Smith Scholarship
$19,182
Julia/Fred Endowment
$51,790
Larson Family Endowment Fund
Private
Lisa Rolland Children’s Literacy
$24,401
Lloyd and Joy Johnston Family Endowment
$154,874
Loretta Zinck Greenough Endowment
$1,023
Loyola Elliott Bursary
$8,732
Marie Manson Memorial Art Award
$43,682
Nayki/Greer Family Endowment
$104,426
Nick and Marilyn Brown Family
$34,636
Porteous/Mullen Bursary Endowment
$37,846
Ready Family Endowment
$41,329
Robert Morris Bursary for Excellence in Mathematics
$65,171
Salmon Arm Kinsmen and Kinette Fund
$56,514
Salmon Arm Secondary Athletic Endowment
$42,656
Sansom Family Endowment Fund
$11,799
Shane Gorner Memorial Endowment
$29,102
Sharon Besler and Robert Baker Endowment
Private
Shuswap Branch, BCSPCA Endowment
$123,197
Shuswap Volunteer Firemen’s Association – Cody Davies Memorial Bursary
$19,017
Steve Heal Memorial Scholarship
$19,640
Susan Latimer Memorial Bursary
$1,371
Tom Brush Memorial Scholarship
$18,516
Tomas Idzan Memorial Bursary
$16,740
Walter Ellaschuk Memorial Bursary
$40,703
Wayne Williamson Memorial
$7,662
Total Donor Directed
$3,360,909

Agency

Charitable agencies in the Shuswap have established their own funds to provide a means of self sustainability. A donor may wish to support a favorite agency by directing a gift to that organization’s endowment fund.
Administration Endowment
$100,851
Anglican Parish of Salmon Arm – Sicamous Endowment
$31,260
Arts Council of the South Shuswap
$8,827
Caravan Farm Theatre Endowment
$2,727
City of Salmon Arm Endowment
$258,488
North Okanagan-Shuswap School District Endowment
$88,075
Okanagan College Foundation
$163,007
Okanagan Regional Library (Shuswap) Endowment
$5,983
Royal Canadian Air Cadet 222 Shuswap Squadron Endowment
$4,981
SABNES Endowment
$16,243
SAFE Society Endowment
$17,118
Salmon Arm College Scholarship Fund – George and Nancy Clark
$127,042
Salmon Arm College Scholarship Trust – Len O’Neill Memorial
$109,572
Salmon Arm College Scholarship Trust – Vicki Hitchen Memorial
$101,601
Salmon Arm Museum and Heritage Association – Peterson Family
$80,227
Salmon Arm Museum and Heritage Association Endowment
$186,068
Seniors’ Resource Centre Society – Fletcher Park
$30,885
Shuswap Art Gallery Association Endowment
$487,897
Shuswap District Arts Council Endowment
$62,204
Shuswap District Arts Council Endowment – Blair Borden Memorial
$40,628
Shuswap District Arts Council Endowment – T.O.N.A.C.
$8,551
Shuswap Hospice Society Endowment
$50,539
Shuswap Hospital Foundation Endowment
$38,818
Shuswap Theatre Society Endowment
$46,725
Sorrento and Area Community Health Centre
$16,203
The Shuswap Trail Legacy Fund
$47,649
Total Agency
$2,132,169
Total Dedicated Funds
$5,493,078
Total Fund Balance
$9,196,703
Brought to you by the 191 Community Foundations of Canada
Brought to you by the 191 Community Foundations of Canada
Community Foundations of Canada
Community Foundations of Canada