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, 2020


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
$42,877
Brooke, Downs, Vennard LLP Endowment
$12,111
Brooke, Jackson, Downs Endowment
$22,896
Catherine and Joseph Shay Memorial Endowment
$84,209
Chapman Family Endowment
$14,522
Dave Neale Memorial and Trinity Neale Endowment
$20,470
David Wood and Jean Bleakley Endowment
$13,042
Derkaz/Derby Family Endowment
$44,163
Don and Irene Rogers Endowment
$18,746
Doreen McCaig Memorial Endowment
$113,988
Doug and Donna Adams Family Endowment
$31,757
Dr. Tess Trueman Endowment
$117,020
Earl and Muriel MacKenzie Family Endowment
$17,950
Founders Fund
$97,030
Fred and Alice Duck Endowment
$16,369
Gordon and Bev Marshall Family Endowment
$23,174
Gordon Priestman Memorial Endowment
$15,830
Harry, Thelma and Patricia May Endowment
$12,935
Henderson Family Endowment
$10,108
Higgins Family Endowment
$45,807
Howard Johnston Memorial Endowment
$11,311
Ian Duncan and Maureen Stickney Endowment
$11,588
Jennifer Phillips Memorial
$94,804
Karen Angove Endowment
$101,157
Louise and Sieg Silver Memorial Endowment
$2,488
Lynda Nicholson, Allen Ferguson Endowment
$13,554
Margot Hewitt, Dr. Melany Dyer Endowment
$54,116
Marian and Ralph Segreto Endowment
$72,136
Nancy and George Clark Memorial Fund
$76,190
Nels and Nellie Latta Memorial Endowment
$9,954
Nina Dickins Family Endowment Fund
$24,733
Pat and Peter Cummings/George and Eva Kassa/Patti and Bryan Kassa Endowment Fund
$28,445
Reid/Wright Families Endowment
$20,389
Rob Nash Memorial Endowment Fund
$20,089
SCF Community Fund
$361,646
Sheldon and Karen Pukas Family Endowment
$19,841
Tom and Elsie Brighouse Family Endowment
$30,781
Ulrich and Margarete Schoene Family Endowment
$27,445
White/Johnson Endowment
$11,581
Total Unrestricted
$1,767,252

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
$13,338
Allan and Rosemary Wilson Preserving Memories Fund
$11,123
Anneli Long/Deo Lutheran Endowment
$11,083
Anonymous Eagle Valley Seniors Endowment
$15,290
Bill and Mary Douhaniuk Endowment
$74,960
Bob and Marlene Robertson Family Endowment
$19,095
C. Norman Barber Endowment
$75,940
Carson/Murray Endowment
$28,457
Colin Molnar Memorial Endowment
$10,909
Dr. Lee and Jos Penner Family Endowment
$4,904
Eagle Valley Communities Endowment
$13,899
Edna and Dan MacQuarrie Family Endowment
$19,734
Ev Painter Endowment
$34,114
Garry Locke Memorial
$8,871
Gary W. Carder Endowment Fund
$46,464
Geoff and Judith Benson Family Endowment
$264,617
Ian and Wendy Clay Endowment
$14,397
Joe and Bobbi Johnson Schools Legacy
$26,236
John and Ingrid Monk Endowment
$172,508
Kyllo Family Endowment
$11,296
Landers Family Legacy
$14,950
Letham Family Endowment
$18,872
Maureen Brass Memorial
$12,218
Maurice Gillis Memorial Endowment
$12,982
Memorial Walkway Fund
$99,113
Mickey Petersen Endowment
$10,350
Paul and Elvi Pukas Family Endowment
$54,232
Potter/Edgell Family Endowment
$42,990
Robin Jackson Environmental Endowment
$23,319
Rod Bailey Endowment
$18,677
SASCU Community Endowment
$119,759
SASCU Youth Endowment
$22,872
Seniors Project
$35,599
Sorrento Lions Club – Catherine Dilworth Memorial Endowment
$122,865
Steve Guidone and Jaki Greenhough Endowment
$2,910
Wainwright-Mobley Memorial Endowment
$265,804
Total Donor Limitation
$1,754,747
Total Discretionary Funds
$4,312,340

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
$183,626
Beryl Herdan and Al Neale Endowment
$25,805
Bill and Mary Douhaniuk Endowment – Shuswap Hospital Foundation
$40,884
Bill and Peggy Kernaghan Family Endowment
$2,835
Bill MacDonald Memorial
$18,951
Braby Family Endowment
$11,598
Brad Jackson Scholarship
$25,470
Bruce Hall Memorial Endowment
$3,481
Canadian Mental Health Association Shuswap/Revelstoke Branch
$24,825
Centennial Reunion Scholarship
$9,413
Clara Anderson Endowment
$18,423
Class of ’77 – David MacKay Memorial Endowment
$11,540
David John Stratton Memorial Bursary
$16,856
Dearing Family Endowment
$29,136
Denis Marshall and Geoff Leech Memorial Endowment
$11,046
Dorothy Longdo Memorial Bursary
$151,741
Doug and Donna Adams Museum Endowment
$11,417
Douglas Burkitt Memorial
$16,580
Elisabeth Thomi Endowment
$1,597,944
Eve and Christopher Wright Scholarship
$18,363
Fowler/Gomme Family Endowment
$29,997
Frank and Rita Smuin Memorial Bursary
$27,587
Glenn and Judith Borthistle Endowment
$11,583
Gordon Mackie Endowment
$1,244
Henderson Award in International Development
$84,645
Jack and Edith Stead Endowment
$56,959
Jack and Edith Stead Hospital Endowment
$13,492
Janet Pattinson – Shuswap Naturalist Club Bursary
$31,950
Julia/Fred Endowment
$167,644
Larson Family Endowment
$57,388
Lisa Rolland Children’s Literacy
$25,533
Lloyd and Joy Johnston Family Endowment
$159,728
Loretta Zinck Greenough Endowment
$6,557
Loyola Elliott Bursary
$9,697
Margaret & Ronald Willey Memorial
$103,503
Marie Manson Memorial Art Award
$45,149
Nayki/Greer Family Endowment
$106,658
Nick and Marilyn Brown Family
$40,114
Pat & Al Munholland Family Endowment
$10,100
Porteous/Mullen Bursary Endowment
$38,790
Ralph & Jean Smith Memorial Endowment Fund
$20,802
Ready Family Endowment
$43,739
Robert Morris Bursary for Excellence in Mathematics
$76,105
Salmon Arm Kinsmen and Kinette Fund
$58,114
Salmon Arm Secondary Athletic Endowment
$45,223
Sansom Family Endowment Fund
$19,441
Shane Gorner Memorial Endowment
$34,828
Sharon Besler and Robert Baker Endowment
Private
Shuswap Branch, BCSPCA Endowment
$129,833
Shuswap Volunteer Firemen’s Association – Cody Davies Memorial Bursary
$19,861
Steve Heal Memorial Scholarship
$21,307
Susan Latimer Memorial Bursary
$1,523
The Hana & Glen Larson Endowment Fund
$27,363
Tom Brush Memorial Scholarship
$19,373
Tomas Idzan Memorial Bursary
$17,300
Walter Ellaschuk Memorial Bursary
$42,589
Wayne Williamson Memorial
$8,509
Total Donor Directed
$3,871,879

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.
Adams River Salmon Society Endowment
$1,051
Administration Endowment
$120,211
Anglican Parish of Salmon Arm – Sicamous Endowment
$32,318
Arts Council of the South Shuswap
$15,572
Caravan Farm Theatre Endowment
$10,126
City of Salmon Arm Endowment
$305,194
Morris Okanagan Regional Library (Salmon Arm Branch) Children’s Fund
$21,396
North Okanagan-Shuswap School District Endowment
$88,882
Okanagan College Foundation
$168,456
Okanagan Regional Library (Shuswap) Endowment
$6,645
Royal Canadian Air Cadet 222 Shuswap Squadron Endowment
$5,912
SABNES Endowment
$19,703
SAFE Society Endowment
$17,690
Salmon Arm College Scholarship Fund – George and Nancy Clark
$131,291
Salmon Arm College Scholarship Trust – Len O’Neill Memorial
$113,236
Salmon Arm College Scholarship Trust – Vicki Hitchen Memorial
$105,141
Salmon Arm Museum and Heritage Association – Peterson Family
$82,897
Salmon Arm Museum and Heritage Association Endowment
$192,264
Seniors’ Resource Centre Society – Fletcher Park
$88,909
Shuswap Art Gallery Association Endowment
$504,072
Shuswap District Arts Council Endowment
$64,315
Shuswap District Arts Council Endowment – Blair Borden Memorial
$41,993
Shuswap District Arts Council Endowment – TONAC Fund
$8,837
Shuswap Hospice Society Endowment
$52,228
Shuswap Hospital Foundation Endowment
$40,813
Shuswap Theatre Society Endowment
$48,621
Sorrento and Area Community Health Centre
$19,234
The Shuswap Society for Arts & Culture Endowment Fund
$2,339
The Shuswap Trail Legacy Fund
$55,327
Total Agency
$2,364,673
Total Dedicated Funds
$6,236,552
Total Fund Balance
$10,548,892
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