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, 2022


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
$37,589
Brooke, Downs, Vennard LLP Endowment
$10,715
Brooke, Jackson, Downs Endowment
$19,382
Catherine and Joseph Shay Memorial Endowment
$73,738
Chapman Family Endowment
$12,712
Dave Neale Memorial and Trinity Neale Endowment
$20,330
David Wood and Jean Bleakley Endowment
$12,382
Derkaz/Derby Family Endowment
$40,967
Don and Irene Rogers Endowment
$16,457
Doreen McCaig Memorial Endowment
$99,885
Doug and Donna Adams Family Endowment
$30,362
Dr. Tess Trueman Endowment
$103,504
Earl and Muriel MacKenzie Family Endowment
$15,731
Founders Fund
$84,971
Fred and Alice Duck Endowment
$16,088
Gordon and Bev Marshall Family Endowment
$20,313
Gordon Priestman Memorial Endowment
$13,874
Harry, Thelma and Patricia May Endowment
$11,326
Henderson Family Endowment
$36,896
Higgins Family Endowment
$49,644
Howard Earl Johnston Memorial Endowment
$9,901
Ian Duncan and Maureen Stickney Endowment
$10,151
Jeff, Anne, and Vanessa Nakagawa Endowment
$34,314
Jennifer Phillips Memorial
$82,061
Karen Angove Endowment
$90,330
Louise and Sieg Silver Memorial Endowment
$2,386
Lynda Nicholson, Allen Ferguson Endowment
$11,868
Margot Hewitt, Dr. Melany Dyer Endowment
$48,115
Marian and Ralph Segreto Endowment
$85,438
Nancy and George Clark Memorial Fund
$66,721
Nels and Nellie Latta Memorial Endowment
$9,131
Nina Dickins Family Endowment Fund
$22,715
Pat and Peter Cummings/George and Eva Kassa/Patti and Bryan Kassa Endowment Fund
$30,644
Reid/Wright Families Endowment
$21,437
Rob Nash Memorial Endowment Fund
$16,342
SCF Community Fund
$335,807
Sheldon and Karen Pukas Family Endowment
$17,390
Sue and Ron Arnold Endowment
$8,546
Tom and Elsie Brighouse Family Endowment
$27,009
Ulrich and Margarete Schoene Family Endowment
$30,208
White/Johnson Endowment
$10,143
Women Who Wine Society Fund
$996
Total Unrestricted
$1,698,517

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
$11,795
Allan and Rosemary Wilson Preserving Memories Fund
$10,165
Anneli Long/Deo Lutheran Endowment
$9,774
Anonymous Eagle Valley Seniors Endowment
$13,397
Betty Jean Derkaz Memorial Fund
$31,293
Bill and Mary Douhaniuk Endowment
$101,693
Bob and Marlene Robertson Family Endowment
$19,192
C. Norman Barber Endowment
$66,600
Carson/Murray Endowment
$25,317
Charlotte Hunter Endowment
$21,238
Colin Molnar Memorial Endowment
$14,298
Dr. Lee and Jos Penner Family Endowment
$9,916
Eagle Valley Communities Endowment
$12,398
Edna and Dan MacQuarrie Family Endowment
$17,318
Ev Painter Endowment
$390,427
Garry Locke Memorial
$8,506
Gary W. Carder Endowment Fund
$89,364
Geoff and Judith Benson Family Endowment
$231,676
Ian and Wendy Clay Endowment
$13,201
Joe and Bobbi Johnson Schools Legacy
$23,909
John and Ingrid Monk Endowment
$168,526
Kyllo Family Endowment
$9,903
Landers Family Legacy
$13,808
Letham Family Endowment
$18,410
Maureen Brass Memorial
$10,752
Maurice Gillis Memorial Endowment
$11,643
Memorial Walkway Fund
$117,269
Mickey Petersen Endowment
$9,559
Paul and Elvi Pukas Family Endowment
$47,522
Potter/Edgell Family Endowment
$39,562
Robin Jackson Environmental Endowment
$20,623
Rod Bailey Endowment
$16,372
SASCU Community Endowment
$105,224
SASCU Youth Endowment
$23,824
Sorrento Lions Club – Catherine Dilworth Memorial Endowment
$113,341
Steve Guidone and Jaki Greenhough Endowment
$6,640
Wainwright-Mobley Memorial Endowment
$229,317
Total Donor Limitation
$2,083,769
Total Discretionary Funds
$4,561,706

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
$165,731
Beryl Herdan and Al Neale Endowment
$25,253
Bill and Peggy Kernaghan Family Endowment
$2,718
Bill MacDonald Memorial
$17,577
Braby Family Endowment
$10,164
Brad Jackson Scholarship
$23,558
Bruce Hall Memorial Endowment
$3,337
Canadian Mental Health Association Shuswap/Revelstoke Branch
$25,798
Centennial Reunion Scholarship
$8,576
Clara Anderson Endowment
$17,113
Class of ’77 – David MacKay Memorial Endowment
$11,218
David John Stratton Memorial Bursary
$15,036
Dearing Family Endowment
$26,156
Denis Marshall and Geoff Leech Memorial Endowment
$10,212
Dorothy Longdo Memorial Bursary
$135,263
Doug and Donna Adams Museum Endowment
$10,486
Douglas Burkitt Memorial
$14,531
Elisabeth Thomi Endowment
$1,400,408
Eve and Christopher Wright Scholarship
$16,092
Fay Kelley-Mackie Family Trust
$1,193
Fowler/Gomme Family Endowment
$26,784
Frank and Rita Smuin Memorial Bursary
$24,610
Glenn and Judith Borthistle Endowment
$10,360
Henderson Award in International Development
$74,171
Jack and Edith Stead Endowment
$49,918
Jack and Edith Stead Hospital Endowment
$12,711
Janet Pattinson – Shuswap Naturalist Club Bursary
$29,029
Julia/Fred Endowment
$147,011
Kuna Family Endowment
$147,149
Larson Family Endowment
$50,567
Lisa Rolland Children’s Literacy
$22,777
Lloyd and Joy Johnston Family Endowment
$139,982
Loretta Zinck Greenough Endowment
$10,301
Lori Anthony Pet Assistance Fund
$2,641
Loyola Elliott Bursary
$8,835
Margaret & Ronald Willey Memorial
$92,047
Marie Manson Memorial Art Award
$39,915
Nancy Leatherdale Memorial Fund
$8,973
Nayki/Greer Family Endowment
$96,896
Nick and Marilyn Brown Family
$35,195
Pat & Al Munholland Family Endowment
$26,594
Porteous/Mullen Bursary Endowment
$34,603
Ralph & Jean Smith Memorial Endowment Fund
$18,557
Ready Family Endowment
$39,322
Robert Morris Bursary for Excellence in Mathematics
$74,811
Salmon Arm Folk Music Society Fine Arts Development Fund
$25,798
Salmon Arm Kinsmen and Kinette Fund
$51,841
Salmon Arm Metis Association Bursary Fund
$19,977
Salmon Arm Secondary Athletic Endowment
$41,194
Sansom Family Endowment Fund
$21,819
Shane Gorner Memorial Endowment
$34,325
Sharon Besler and Robert Baker Endowment
Private
Sholinder Family Endowment
$43,668
Shuswap Branch, BCSPCA Endowment
$116,942
Shuswap Volunteer Firemen’s Association – Cody Davies Memorial Bursary
$17,712
Steve Heal Memorial Scholarship
$19,007
Sue and Ron Arnold Endowment
$8,546
Susan Latimer Memorial Bursary
$1,460
The Hana & Glen Larson Endowment Fund
$45,493
Tom Brush Memorial Scholarship
$17,694
Tomas Idzan Memorial Bursary
$15,161
Walter Ellaschuk Memorial Bursary
$37,991
Wayne Williamson Memorial
$8,158
Total Donor Directed
$3,715,878

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
$10,108
Administration Endowment
$121,022
Anglican Parish of Salmon Arm – Sicamous Endowment
$28,322
Arts Council of the South Shuswap
$13,823
Caravan Farm Theatre Endowment
$9,508
City of Salmon Arm Endowment
$315,194
Eagle Bay Community Association Endowment
$8,495
Morris Okanagan Regional Library (Salmon Arm Branch) Children’s Fund
$33,121
North Okanagan-Shuswap School District Endowment
$79,299
Okanagan College Foundation
$147,631
Okanagan Regional Library (Shuswap) Endowment
$6,371
Royal Canadian Air Cadet 222 Shuswap Squadron Endowment
$8,495
SABNES Endowment
$24,510
SAFE Society Endowment
$15,839
Salmon Arm Art Gallery Endowment Fund
$441,846
Salmon Arm College Scholarship Fund – George and Nancy Clark
$115,061
Salmon Arm College Scholarship Trust – Len O’Neill Memorial
$99,238
Salmon Arm College Scholarship Trust – Vicki Hitchen Memorial
$92,143
Salmon Arm Museum and Heritage Association – Peterson Family
$72,651
Salmon Arm Museum and Heritage Association Endowment
$168,499
Seniors’ Resource Centre Society – Fletcher Park
$85,393
Shuswap District Arts Council Endowment
$56,374
Shuswap District Arts Council Endowment – Blair Borden Memorial
$36,811
Shuswap District Arts Council Endowment – TONAC Fund
$8,095
Shuswap Hospice Society Endowment
$45,771
Shuswap Hospital Foundation Endowment
$43,654
Shuswap Theatre Society Endowment
$43,502
Sorrento and Area Community Health Centre
$16,879
The Adams River Salmon Society Endowment
$1,008
The Shuswap Society for Arts & Culture Endowment Fund
$2,243
The Shuswap Trail Legacy Fund
$55,887
Total Agency
$2,206,795
Total Dedicated Funds
$5,922,673
Total Fund Balance
$10,484,378
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