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 2021

2021$12,270,358
2020$10,574,663
2019$9,841,889
2018$9,258,708
2017$8,445,977
2016$8,203,946
2015$7,760,315
2014$6,834,496
2013$5,727,096
2012$4,811,404

Endowment Funds

Market Value as at June 30, 2021


Discretionary Funds

Unrestricted

Unrestricted 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 Spencley Memorial Endowment
$46,142
Brooke, Downs, Vennard LLP Endowment
$12,565
Brooke, Jackson, Downs Endowment
$23,799
Catherine and Joseph Shay Memorial Endowment
$90,534
Chapman Family Endowment
$15,588
Dave Neale Memorial and Trinity Neale Endowment
$24,886
David Wood and Jean Bleakley Endowment
$15,055
Derkaz/Derby Family Endowment
$47,523
Don and Irene Rogers Endowment
$20,203
Doreen McCaig Memorial Endowment
$122,590
Doug and Donna Adams Family Endowment
$37,005
Dr. Tess Trueman Endowment
$126,223
Earl and Muriel MacKenzie Family Endowment
$19,314
Founders Fund
$104,304
Fred and Alice Duck Endowment
$18,657
Gordon and Bev Marshall Family Endowment
$24,934
Gordon Priestman Memorial Endowment
$17,017
Harry, Thelma and Patricia May Endowment
$13,905
Henderson Family Endowment
$34,491
Higgins Family Endowment
$55,626
Howard Earl Johnston Memorial Endowment
$12,154
Ian Duncan and Maureen Stickney Endowment
$12,457
Jennifer Phillips Memorial
$99,652
Karen Angove Endowment
$110,808
Louise and Sieg Silver Memorial Endowment
$2,793
Lynda Nicholson, Allen Ferguson Endowment
$14,571
Margot Hewitt, Dr. Melany Dyer Endowment
$58,338
Marian and Ralph Segreto Endowment
$88,929
Nancy and George Clark Memorial Fund
$81,905
Nels and Nellie Latta Memorial Endowment
$11,172
Nina Dickins Family Endowment Fund
$26,702
Pat and Peter Cummings/George and Eva Kassa/Patti and Bryan Kassa Endowment Fund
$33,631
Reid/Wright Families Endowment
$24,056
Rob Nash Memorial Endowment Fund
$19,606
SCF Community Fund
$401,960
Sheldon and Karen Pukas Family Endowment
$21,328
Tom and Elsie Brighouse Family Endowment
$33,080
Ulrich and Margarete Schoene Family Endowment
$29,668
White/Johnson Endowment
$12,449
Women Who Wine Society Fund
$1,051
Total Unrestricted
$1,966,671

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
$14,466
Allan and Rosemary Wilson Preserving Memories Fund
$11,973
Anneli Long/Deo Lutheran Endowment
$11,915
Anonymous Eagle Valley Seniors Endowment
$16,422
Bill and Mary Douhaniuk Endowment
$80,669
Bob and Marlene Robertson Family Endowment
$21,834
C. Norman Barber Endowment
$81,731
Carson/Murray Endowment
$31,006
Charlotte Hunter Endowment
$25,000
Colin Molnar Memorial Endowment
$17,000
Dr. Lee and Jos Penner Family Endowment
$8,607
Eagle Valley Communities Endowment
$15,072
Edna and Dan MacQuarrie Family Endowment
$21,244
Ev Painter Endowment
$468,512
Garry Locke Memorial
$9,957
Gary W. Carder Endowment Fund
$78,202
Geoff and Judith Benson Family Endowment
$279,971
Ian and Wendy Clay Endowment
$15,791
Joe and Bobbi Johnson Schools Legacy
$29,237
John and Ingrid Monk Endowment
$196,351
Kyllo Family Endowment
$12,163
Landers Family Legacy
$16,281
Letham Family Endowment
$21,595
Maureen Brass Memorial
$13,162
Maurice Gillis Memorial Endowment
$13,978
Memorial Walkway Fund
$117,044
Mickey Petersen Endowment
$11,617
Paul and Elvi Pukas Family Endowment
$58,305
Potter/Edgell Family Endowment
$47,450
Robin Jackson Environmental Endowment
$25,209
Rod Bailey Endowment
$20,110
SASCU Community Endowment
$128,999
SASCU Youth Endowment
$23,797
Seniors Project
$38,261
Sorrento Lions Club – Catherine Dilworth Memorial Endowment
$138,005
Steve Guidone and Jaki Greenhough Endowment
$5,313
Wainwright-Mobley Memorial Endowment
$281,150
Total Donor Limitation
$2,407,395
Total Discretionary Funds
$5,250,758

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
$203,016
Beryl Herdan and Al Neale Endowment
$30,653
Bill and Mary Douhaniuk Endowment – Shuswap Hospital Foundation
$43,926
Bill and Peggy Kernaghan Family Endowment
$3,182
Bill MacDonald Memorial
$20,390
Braby Family Endowment
$12,460
Brad Jackson Scholarship
$29,093
Bruce Hall Memorial Endowment
$3,907
Canadian Mental Health Association Shuswap/Revelstoke Branch
$26,668
Centennial Reunion Scholarship
$10,565
Clara Anderson Endowment
$20,781
Class of ’77 – David MacKay Memorial Endowment
$12,952
David John Stratton Memorial Bursary
$18,919
Dearing Family Endowment
$32,849
Denis Marshall and Geoff Leech Memorial Endowment
$11,866
Dorothy Longdo Memorial Bursary
$170,311
Doug and Donna Adams Museum Endowment
$12,814
Douglas Burkitt Memorial
$17,812
Elisabeth Thomi Endowment
$1,716,595
Eve and Christopher Wright Scholarship
$19,726
Fowler/Gomme Family Endowment
$33,917
Frank and Rita Smuin Memorial Bursary
$30,963
Glenn and Judith Borthistle Endowment
$13,001
Gordon Mackie Endowment
$1,396
Henderson Award in International Development
$90,918
Jack and Edith Stead Endowment
$61,188
Jack and Edith Stead Hospital Endowment
$15,569
Janet Pattinson – Shuswap Naturalist Club Bursary
$34,324
Julia/Fred Endowment
$180,101
Kuna Family Endowment
$183,892
Larson Family Endowment
$61,662
Lisa Rolland Children’s Literacy
$28,657
Lloyd and Joy Johnston Family Endowment
$171,588
Loretta Zinck Greenough Endowment
$9,566
Lori Anthony Pet Assistance Fund
$1,091
Loyola Elliott Bursary
$10,884
Margaret & Ronald Willey Memorial
$116,170
Marie Manson Memorial Art Award
$48,603
Nancy Leatherdale Memorial Fund
$3,023
Nayki/Greer Family Endowment
$119,711
Nick and Marilyn Brown Family
$43,141
Pat & Al Munholland Family Endowment
$21,843
Porteous/Mullen Bursary Endowment
$43,537
Ralph & Jean Smith Memorial Endowment Fund
$23,348
Ready Family Endowment
$47,603
Robert Morris Bursary for Excellence in Mathematics
$89,716
Salmon Arm Folk Music Society Fine Arts Development Fund
$16,346
Salmon Arm Kinsmen and Kinette Fund
$65,226
Salmon Arm Secondary Athletic Endowment
$51,895
Sansom Family Endowment Fund
$24,122
Shane Gorner Memorial Endowment
$39,090
Sharon Besler and Robert Baker Endowment
Private
Shuswap Branch, BCSPCA Endowment
$142,915
Shuswap Volunteer Firemen’s Association – Cody Davies Memorial Bursary
$22,291
Steve Heal Memorial Scholarship
$23,914
Susan Latimer Memorial Bursary
$1,709
The Hana & Glen Larson Endowment Fund
$30,712
Tom Brush Memorial Scholarship
$21,744
Tomas Idzan Memorial Bursary
$18,585
Walter Ellaschuk Memorial Bursary
$47,801
Wayne Williamson Memorial
$9,551
Total Donor Directed
$4,449,827

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.
5th Avenue Seniors’ Centre Endowment Fund
$11,900
Adams River Salmon Society Endowment
$1,180
Administration Endowment
$134,712
Anglican Parish of Salmon Arm – Sicamous Endowment
$34,717
Arts Council of the South Shuswap
$16,837
Caravan Farm Theatre Endowment
$10,919
City of Salmon Arm Endowment
$347,722
Morris Okanagan Regional Library (Salmon Arm Branch) Children’s Fund
$31,810
North Okanagan-Shuswap School District Endowment
$99,760
Okanagan College Foundation
$180,964
Okanagan Regional Library (Shuswap) Endowment
$7,458
Royal Canadian Air Cadet 222 Shuswap Squadron Endowment
$9,945
SABNES Endowment
$29,027
SAFE Society Endowment
$19,111
Salmon Arm College Scholarship Fund – George and Nancy Clark
$141,040
Salmon Arm College Scholarship Trust – Len O’Neill Memorial
$121,645
Salmon Arm College Scholarship Trust – Vicki Hitchen Memorial
$112,948
Salmon Arm Museum and Heritage Association – Peterson Family
$89,042
Salmon Arm Museum and Heritage Association Endowment
$206,524
Seniors’ Resource Centre Society – Fletcher Park
$99,772
Shuswap Art Gallery Association Endowment
$541,501
Shuswap District Arts Council Endowment
$69,108
Shuswap District Arts Council Endowment – Blair Borden Memorial
$45,121
Shuswap District Arts Council Endowment – TONAC Fund
$9,918
Shuswap Hospice Society Endowment
$56,106
Shuswap Hospital Foundation Endowment
$51,775
Shuswap Theatre Society Endowment
$52,745
Sorrento and Area Community Health Centre
$20,690
The Shuswap Society for Arts & Culture Endowment Fund
$2,625
The Shuswap Trail Legacy Fund
$60,052
Total Agency
$2,616,673
Total Dedicated Funds
$7,066,500
Total Fund Balance
$12,317,258
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