Professional Advisors

Partners in Giving

By partnering with Shuswap Community Foundation, professional advisors like you can help your clients fulfill their charitable goals.

We’re Here To Help

By working with Shuswap Community Foundation your clients have the flexibility to shape their own charitable giving to reflect their personal goals and desires. Whether they want to address an urgent need in the community, memorialize a loved one, or help out a charity with a project, we have a giving option to help them make an impact and improve the lives of others in the community.

SCF makes setting up a charitable fund as simple and convenient as possible. That’s why we offer a variety of different fund types including Donor Advised Funds and Designated Funds. Shuswap Community Foundation also offers other giving options such as funds for charitable agencies as well as the ability to give to an existing fund. Funds can usually be set up within a day, and for just $10,000 (or $1,000 to start up).

As a professional advisor, you can help your clients create and realize their personal philanthropic vision. With knowledge of community issues, experienced granting and flexible giving options, we can provide you with the resources you need to help better serve your clients.

Please contact us if you’d like to:

  • meet to discuss a client’s specific interests;
  • receive an information package;
  • receive ongoing updates about Shuswap Community Foundation;
  • book an information session for your staff.
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