Our Funds

Funds by Fund Type

SCF manages 212 endowment funds with a market value of over $19,000,000 (as at June 30, 2025).

Click the ‘+’ icons below to view all funds within that fund type. Click on any fund name to learn more about that fund or to make a donation to that fund (donation information can be found below of each fund’s write-up).

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
$43,252
Bill Doorn Memorial Scholarship Fund
$29,117
Brian Howard Memorial Fund
$42,356
Brooke, Downs, Vennard LLP Endowment
$12,339
Brooke, Jackson, Downs Endowment
$22,245
Catherine and Joseph Shay Memorial Endowment
$84,641
Chapman Family Endowment
$14,595
Community Fund
$530,831
Dave Neale Memorial and Trinity Neale Endowment
$376,639
David Wood and Jean Bleakley Endowment
$14,306
Derkaz/Derby Family Endowment
$79,495
Don and Irene Rogers Endowment
$25,881
Doreen McCaig Memorial Endowment
$114,556
Doug and Donna Adams Family Endowment
$49,052
Dr. Tess Trueman Endowment
$127,466
Earl and Muriel MacKenzie Family Endowment
$18,045
Founders Fund
$92,752
Fred and Alice Duck Endowment
$21,957
Gordon and Bev Marshall Family Endowment
$23,295
Gordon Priestman Memorial Endowment
$86,741
Harry, Thelma and Patricia May Endowment
$12,983
Henderson Family Endowment
$60,019
Higgins Family Endowment
$57,338
Howard Earl Johnston Memorial Endowment
$11,373
Ian Duncan and Maureen Stickney Endowment
$11,659
Jeff, Anne, and Vanessa Nakagawa Endowment
$43,342
Jennifer Phillips Memorial
$97,610
John Staniforth Miller Fund
$58,077
Karen Angove Endowment
$139,575
Louise and Sieg Silver Memorial Endowment
$3,188
Lynda Nicholson, Allen Ferguson Endowment
$20,299
Margot Hewitt, Dr. Melany Dyer Endowment
$57,387
Marian and Ralph Segreto Endowment
$146,388
Nancy and George Clark Memorial Fund
$76,563
Nels and Nellie Latta Memorial Endowment
$10,993
Nina Dickins Family Endowment
$144,054
Pat and Peter Cummings, George and Eva Kassa, Patti and Bryan Kassa Endowment Fund
$54,089
Reid/Wright Families Endowment
$26,988
Rob Nash Memorial Endowment Fund
$22,261
Rosemarie and Roy Farquhar Endowment
$603,471
Sheldon and Karen Pukas Family Endowment
$19,955
Shuswap Emergency Preparedness Fund
Private
Sue and Ron Arnold Endowment Fund
$10,885
Tom and Elsie Brighouse Family Endowment
$31,553
Ulrich and Margarete Schoene Family Endowment
$47,466
White/Johnson Endowment
$11,647
Total Unrestricted
$3,606,304

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
$13,669
Allan and Rosemary Wilson Preserving Memories Fund
$11,735
Anneli Long/Deo Lutheran Endowment
$11,354
Betty Jean Derkaz Memorial Fund
$36,239
Bill and Mary Douhaniuk Endowment
$117,078
Bob and Marlene Robertson Family Endowment
$25,210
C. Norman Barber Endowment
$76,678
Carson/Murray Endowment
$29,431
Charlotte Hunter Endowment
$24,636
Colin Molnar Memorial Endowment
$33,893
Deb Heap Endowment
$52,558
Dr. Lee and Jos Penner Family Endowment
$14,598
Eagle Valley Communities Endowment
$14,379
Edna and Dan MacQuarrie Family Endowment
$43,750
Ev Painter Endowment
$478,071
Garry Locke Memorial
$10,936
Gary W. Carder Endowment Fund
$145,965
Geoff and Judith Benson Family Endowment
$270,260
Ian and Wendy Clay Endowment
$15,868
Joe and Bobbi Johnson Schools Legacy
$29,114
John and Ingrid Monk Endowment
$206,615
Kyllo Family Endowment
$11,387
Landers Family Legacy
$17,980
Letham Family Endowment
$23,109
Maureen Brass Memorial
$12,376
Maurice Gillis Memorial Endowment
$13,398
Memorial Walkway Fund
$200,038
Mickey Petersen Endowment
$10,988
Paul and Elvi Pukas Family Endowment
$54,598
Potter/Edgell Family Endowment
$45,525
Robin Jackson Environmental Endowment
$23,671
Rod Bailey Endowment
$18,799
SASCU Community Endowment
$121,058
SASCU Youth Endowment
$119,287
Sorrento Lions Club – Catherine Dilworth Memorial Endowment
$130,556
Steve Guidone and Jaki Greenhough Endowment
$11,130
The Friends of Salmon Arm Tennis
$5,008
Wainwright-Mobley Memorial
$268,164
Total Donor Limitation
$2,749,109
Total Discretionary Funds
$8,092,874

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
$545,065
Alli Graham Endowment Fund
$15,506
Beryl Herdan and Al Neale Endowment
$146,947
Bill and Peggy Kernaghan Family Endowment
$5,424
Bill MacDonald Memorial
$19,135
Braby Family Endowment
$11,724
Brad Jackson Scholarship
$26,750
Brother John Fleming Memorial Fund
$19,067
Bruce and Trudy Hall Memorial Endowment
$9,788
Canadian Mental Health Association Shuswap/Revelstoke Branch
$147,848
Caroline and David Edgell Endowment
$53,179
Carter Kosick Memorial Fund
$38,723
Centennial Reunion Scholarship
$10,876
Clara Anderson Endowment
$19,726
Class of ’77 – David MacKay Memorial Endowment
$12,044
David John Stratton Memorial Bursary
$16,511
Dearing Family Endowment
$37,013
Denis Marshall and Geoff Leech Memorial Endowment
$11,827
Dorothy Longdo Memorial Bursary
$146,572
Doug and Donna Adams Museum Endowment
$13,610
Douglas Burkitt Memorial
$17,038
Edward and Joan Martin Endowment
Private
Elisabeth Thomi Endowment
$1,615,318
Eve and Christopher Wright Scholarship
$18,561
Fay Kelley-Mackie Family Trust
$1,594
Fowler/Gomme Family Endowment
$29,832
Frank and Rita Smuin Memorial Bursary
$26,925
Gabi Klein KSO Salmon Arm Concerts Fund
$105,186
Glenn and Judith Borthistle Endowment
$11,854
Hana and Glen Larson Endowment Fund
$58,174
Henderson Award in International Development
$85,552
Jack and Edith Stead Endowment
$57,577
Jack and Edith Stead Hospital Endowment
$14,661
Janet Pattinson – Shuswap Naturalist Club Bursary
$36,686
Jaxon’s Memorial Endowment
$16,029
JOBS Endowment Fund
$1,849,594
Jonathon Bruce Memorial Award
$15,000
Julia/Fred Endowment
$403,760
Kuna Family Endowment
$175,576
L3A Landing Pet Assistance Fund
$10,907
Larson Family Endowment
$58,996
Lisa Rolland Children’s Literacy
$24,536
Lloyd and Joy Johnston Family Endowment
$161,465
Loretta Zinck Greenough Endowment
$22,796
Loyola Elliott Bursary
$10,690
Lyle Chapman Memorial Fund
$7,691
Margaret and Ronald Willey Memorial
$106,500
Marie Manson Memorial Art Award
$45,992
Mark Corbett Memorial Endowment
$107,199
Morris Bursary for Excellence in Mathematics
$111,251
Nancy Leatherdale Memorial Fund
$10,802
Nayki/Greer Family Endowment
$108,814
Nick and Marilyn Brown Family
$40,595
Pat and Al Munholland Family Endowment
$69,520
Porteous/Mullen Bursary Endowment
$39,004
Ralph & Jean Smith Memorial Endowment Fund
$20,814
Ready Family Endowment
$46,491
Salmon Arm Folk Music Society Fine Arts Development Fund
$32,952
Salmon Arm Kinsmen and Kinette Fund
$56,464
Salmon Arm Métis Association Bursary Fund
$23,618
Salmon Arm Secondary Athletic Endowment
$46,379
Sansom Family Endowment Fund
$33,642
Shane Gorner Memorial Endowment
$46,763
Sharon Besler and Robert Baker Endowment
Private
Sholinder Family Endowment
$106,598
Shuswap Branch, BCSPCA Endowment
$441,296
Shuswap Volunteer Firemen’s Association – Cody Davies Memorial Bursary
$19,641
Steve Heal Memorial Scholarship
$21,975
Sue Ackerman Educational Fund
$12,766
Susan Latimer Bursary
$1,951
The Barb Hillson Memorial Scholarship
$10,390
Tom Brush Memorial Scholarship
$18,911
Tomas Idzan Memorial Bursary
$17,487
Walter Ellaschuk Memorial Bursary
$42,961
Wayne Williamson Memorial
$10,903
Total Donor Directed
$8,094,586

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.
Administration Endowment
$168,442
Anglican Parish of Salmon Arm – Sicamous Endowment
$33,046
Arts Council for the South Shuswap
$16,299
Caravan Farm Theatre Endowment
$11,517
City of Salmon Arm Endowment
$439,025
Eagle Bay Community Association Endowment
$25,413
Fifth Avenue Seniors’ Centre Endowment Fund
$36,883
Morris Okanagan Regional Library (Salmon Arm Branch) Children’s Fund
$63,144
North Okanagan-Shuswap School District Endowment
$85,402
Okanagan College Foundation
$170,287
Okanagan Regional Library (Shuswap) Endowment
$8,514
Royal Canadian Air Cadet 222 Shuswap Squadron Endowment
$15,176
SABNES Endowment
$30,267
SAFE Society Endowment
$20,262
Salmon Arm Art Gallery Endowment Fund
$583,119
Salmon Arm College Scholarship Trust – George and Nancy Clark
$132,717
Salmon Arm College Scholarship Trust – Len O’Neill Memorial
$114,841
Salmon Arm College Scholarship Trust – Vicki Hitchen Memorial
$106,283
Salmon Arm Museum and Heritage Association – Peterson Family
$83,799
Salmon Arm Museum and Heritage Association Endowment
$196,764
Seniors’ Resource Centre Society – Fletcher Park
$108,507
Shuswap District Arts Council Endowment
$65,077
Shuswap District Arts Council Endowment – Blair Borden Memorial
$42,489
Shuswap District Arts Council Endowment – T.O.N.A.C.
$9,347
Shuswap Hospice Society Endowment
$55,243
Shuswap Hospital Foundation Endowment
$52,398
Shuswap Lifeboat Society Endowment
$2,104
Shuswap Society for the Arts and Culture Endowment Fund
$2,997
Shuswap Theatre Society Endowment
$50,266
Shuswap Volunteer Search & Rescue Society Endowment
$999
Sorrento and Area Community Health Centre
$19,470
The Adams River Salmon Society Endowment
$1,347
The Shuswap Trail Legacy Fund
$79,731
Total Agency
$2,831,175
Total Dedicated Funds
$10,925,761
Total Fund Balance
$19,018,635

Giving Options

The Shuswap Community Foundation offers a variety of giving options. Whether it’s setting up an endowment fund, contributing to an existing fund, or making a legacy gift, we work with you to meet your financial needs and your personal philanthropic goals.

Gifts of Appreciated Securities

A gift of publicly traded securities can be an attractive option. The Income Tax Act provides that capital gains on securities donated to a charity are exempt from tax, but the donor will receive a tax receipt for the full appreciated value. The donor will receive a tax receipt for the value of the stock at the time of transfer, and may carry forward for up to five years any unused portions of the gift. Please talk to a Director, your professional adviser, or broker to make stock transfers easily. You may download the Share Transfers Form for when you meet with your broker.

Gifts of Life Insurance

Donors may name the Foundation as the owner and beneficiary of a new or existing life insurance policy. Tax receipts are given for either the cash surrender value of an existing policy, or for premiums paid. This is one of the most popular “planned giving” vehicles. Because there are several options available, please talk to your professional advisor for help in making this gift.

Gifts of Legacy

Involving your children and grandchildren in philanthropy is an excellent way to share your beliefs and your values. A family endowment fund established with a community foundation is a great place to start.

An endowment fund is a forever legacy and a generous commitment of giving back to your community. You and your family can build this fund, receiving charitable tax receipts which can be applied to reduce your income tax. A bequest from your estate will continue to grow the fund and your children’s, children’s, children can stay involved in the Endowment for many years to come.

A Board director or a staff member at Shuswap Community Foundation would be pleased to discuss with you the Types of Funds, such as discretionary or donor directed funds.

Gifts of Cash

A very popular way of making a gift to the Foundation is by cash or cheque. This is an attractive method for a donor who has cash available and who wants to make an immediate donation. The Foundation is able to invest the donation immediately to generate income to support community projects. The donor is provided with a receipt for income tax purposes.

Shuswap Community Foundation has linked up with CanadaHelps to make donating easy. It is convenient and quick; moreover it is not necessary to request in writing that the donation be endowed in perpetuity. The Canada Revenue Agency supports this method of making gifts to your community. Make an online donation through CanadaHelps.

(Note: Canada Helps collects a 3.5% service charge on each donation and submits the balance to the Foundation.)

Brought to you by the 191 Community Foundations of Canada
Community Foundations of Canada