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, 2019


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
$42,687
Brooke, Downs, Vennard LLP Endowment
$11,377
Brooke, Jackson, Downs Endowment
$22,082
Catherine and Joseph Shay Memorial Endowment
$84,167
Chapman Family Endowment
$14,511
Dave Neale Memorial and Trinity Neale Endowment
$17,972
David Wood and Jean Bleakley Endowment
$13,041
Derkaz/Derby Family Endowment
$44,156
Don and Irene Rogers Endowment
$16,695
Doreen McCaig Memorial Endowment
$113,874
Doug and Donna Adams Family Endowment
$31,763
Dr. Tess Trueman Endowment
$115,738
Earl and Muriel MacKenzie Family Endowment
$18,612
Founders Fund
$98,564
Fred and Alice Duck Endowment
$15,335
Gordon and Bev Marshall Family Endowment
$24,029
Gordon Priestman Memorial Endowment
$15,827
Harry, Thelma and Patricia May Endowment
$12,925
Higgins Family Endowment
$45,794
Howard Johnston Memorial Endowment
$11,709
Ian Duncan and Maureen Stickney Endowment
$11,574
Louise and Sieg Silver Memorial Endowment
$2,400
Lynda Nicholson, Allen Ferguson Endowment
$13,544
Marian and Ralph Segreto Endowment
$60,950
Nancy and George Clark Memorial Fund
$76,074
Nels and Nellie Latta Memorial Endowment
$9,600
Nina Dickins Family Endowment Fund
$23,854
Pat and Peter Cummings/George and Eva Kassa/Patti and Bryan Kassa Endowment Fund
$27,053
Reid/Wright Families Endowment
$18,336
Rob Nash Memorial Endowment Fund
$18,394
SCF Community Fund
$348,738
Sheldon and Karen Pukas Family Endowment
$19,828
Tom and Elsie Brighouse Family Endowment
$30,564
Ulrich and Margarete Schoene Family Endowment
$22,544
White/Johnson Endowment
$11,564
Total No Limitations
$1,465,875

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
$13,336
Allan and Rosemary Wilson Preserving Memories Fund
$10,727
Anneli Long/Deo Lutheran Endowment
$11,087
Anonymous Eagle Valley Seniors Endowment
$15,284
Bill and Mary Douhaniuk Endowment
$73,123
Bob and Marlene Robertson Family Endowment
$17,685
C. Norman Barber Endowment
$74,805
Carson/Murray Endowment
$16,958
Colin Molnar Memorial Endowment
$5,531
Dr. Lee and Jos Penner Family Endowment
$4,730
Eagle Valley Communities Endowment
$13,790
Edna and Dan MacQuarrie Family Endowment
$19,033
Ev Painter Endowment
$32,902
Garry Locke Memorial
$8,556
Gary W. Carder Endowment Fund
$31,955
Geoff and Judith Benson Family Endowment
$262,315
Ian and Wendy Clay Endowment
$14,115
Jennifer Phillips Memorial
$90,391
Joe and Bobbi Johnson Schools Legacy
$26,218
John and Ingrid Monk Endowment
$151,847
Kyllo Family Endowment
$11,292
Landers Family Legacy
$13,502
Letham Family Endowment
$17,964
Maureen Brass Memorial
$12,186
Maurice Gillis Memorial Endowment
$12,973
Memorial Walkway Fund
$86,332
Mickey Petersen Endowment
$7,316
Paul and Elvi Pukas Family Endowment
$54,221
Potter/Edgell Family Endowment
$41,924
Robin Jackson Environmental Endowment
$23,283
Rod Bailey Endowment
$18,670
SASCU Community Endowment
$119,676
SASCU Youth Endowment
$22,059
Seniors Project
$35,589
Sorrento Lions Club – Catherine Dilworth Memorial Endowment
$122,722
Steve Guidone and Jaki Greenhough Endowment
$2,345
Wainwright-Mobley Memorial Endowment
$261,412
Total Donor Limitation
$1,757,854
Total Discretionary Funds
$4,033,905

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
$178,608
Beryl Herdan and Al Neale Endowment
$25,795
Bill and Mary Douhaniuk Endowment – Shuswap Hospital Foundation
$39,931
Bill and Peggy Kernaghan Family Endowment
$2,735
Bill MacDonald Memorial
$18,932
Braby Family Endowment
$11,597
Brad Jackson Scholarship
$25,659
Bruce Hall Memorial Endowment
$3,357
Canadian Mental Health Association Shuswap/Revelstoke Branch
$24,826
Centennial Reunion Scholarship
$9,328
Clara Anderson Endowment
$18,275
Class of ’77 – David MacKay Memorial Endowment
$11,130
David John Stratton Memorial Bursary
$17,001
Dearing Family Endowment
$28,336
Denis Marshall and Geoff Leech Memorial Endowment
$11,046
Dorothy Longdo Memorial Bursary
$153,395
Doug and Donna Adams Museum Endowment
$1,271
Douglas Burkitt Memorial
$16,577
Elisabeth Thomi Endowment
$1,597,851
Eve and Christopher Wright Scholarship
$18,361
Fowler/Gomme Family Endowment
$30,726
Frank and Rita Smuin Memorial Bursary
$27,750
Glenn and Judith Borthistle Endowment
$11,169
Gordon Mackie Endowment
$1,200
Henderson Award in International Development
$84,219
Jack and Edith Stead Endowment
$56,963
Jack and Edith Stead Hospital Endowment
$13,492
Janet Pattinson – Shuswap Naturalist Club Bursary
$31,896
Jean and Ralph Smith Scholarship
$20,545
Julia/Fred Endowment
$166,085
Larson Family Endowment
$55,349
Lisa Rolland Children’s Literacy
$25,216
Lloyd and Joy Johnston Family Endowment
$159,740
Loretta Zinck Greenough Endowment
$3,949
Loyola Elliott Bursary
$9,352
Marie Manson Memorial Art Award
$45,146
Nayki/Greer Family Endowment
$107,916
Nick and Marilyn Brown Family
$38,051
Porteous/Mullen Bursary Endowment
$39,117
Ready Family Endowment
$43,251
Robert Morris Bursary for Excellence in Mathematics
$76,485
Salmon Arm Kinsmen and Kinette Fund
$58,404
Salmon Arm Secondary Athletic Endowment
$44,663
Sansom Family Endowment Fund
$15,761
Shane Gorner Memorial Endowment
$32,873
Sharon Besler and Robert Baker Endowment
Private
Shuswap Branch, BCSPCA Endowment
$127,322
Shuswap Volunteer Firemen’s Association – Cody Davies Memorial Bursary
$19,654
Steve Heal Memorial Scholarship
$20,377
Susan Latimer Memorial Bursary
$1,469
Tom Brush Memorial Scholarship
$19,133
Tomas Idzan Memorial Bursary
$17,299
Walter Ellaschuk Memorial Bursary
$42,062
Wayne Williamson Memorial
$8,207
Total Donor Directed
$3,696,593

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
$1,014
Administration Endowment
$112,196
Anglican Parish of Salmon Arm – Sicamous Endowment
$32,316
Arts Council of the South Shuswap
$14,921
Blair Borden Memorial
$41,990
Caravan Farm Theatre Endowment
$3,446
City of Salmon Arm Endowment
$289,393
Morris Okanagan Regional Library (Salmon Arm Branch) Children’s Fund
$15,553
North Okanagan-Shuswap School District Endowment
$91,022
Okanagan College Foundation
$168,446
Okanagan Regional Library (Shuswap) Endowment
$6,409
Royal Canadian Air Cadet 222 Shuswap Squadron Endowment
$5,702
SABNES Endowment
$18,165
SAFE Society Endowment
$17,689
Salmon Arm College Scholarship Fund – George and Nancy Clark
$131,283
Salmon Arm College Scholarship Trust – Len O’Neill Memorial
$113,230
Salmon Arm College Scholarship Trust – Vicki Hitchen Memorial
$105,134
Salmon Arm Museum and Heritage Association – Peterson Family
$82,893
Salmon Arm Museum and Heritage Association Endowment
$192,254
Seniors’ Resource Centre Society – Fletcher Park
$34,190
Shuswap Art Gallery Association Endowment
$503,934
Shuswap District Arts Council Endowment
$64,296
Shuswap District Arts Council Endowment – TONAC Fund
$8,836
Shuswap Hospice Society Endowment
$52,225
Shuswap Hospital Foundation Endowment
$40,224
Shuswap Theatre Society Endowment
$48,516
Sorrento and Area Community Health Centre
$17,576
The Shuswap Trail Legacy Fund
$51,386
Total Agency
$2,264,239
Total Dedicated Funds
$5,960,832
Total Fund Balance
$9,994,737
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