Our Funds

Funds by Fund Type

SCF manages 206 endowment funds with a market value of over $16,000,000 (as at June 30, 2024).

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
$40,605
Bill Doorn Memorial Scholarship Fund
$26,147
Brian Howard Memorial Fund
$38,013
Brooke, Downs, Vennard LLP Endowment
$11,614
Brooke, Jackson, Downs Endowment
$20,946
Catherine and Joseph Shay Memorial Endowment
$79,692
Chapman Family Endowment
$13,739
Community Fund
$461,584
Dave Neale Memorial and Trinity Neale Endowment
$311,097
David Wood and Jean Bleakley Endowment
$13,392
Derkaz/Derby Family Endowment
$73,224
Don and Irene Rogers Endowment
$22,307
Doreen McCaig Memorial Endowment
$107,853
Doug and Donna Adams Family Endowment
$45,894
Dr. Tess Trueman Endowment
$113,115
Earl and Muriel MacKenzie Family Endowment
$16,960
Founders Fund
$87,168
Fred and Alice Duck Endowment
$19,649
Gordon and Bev Marshall Family Endowment
$21,938
Gordon Priestman Memorial Endowment
$15,168
Harry, Thelma and Patricia May Endowment
$12,230
Henderson Family Endowment
$51,191
Higgins Family Endowment
$54,000
Howard Earl Johnston Memorial Endowment
$10,707
Ian Duncan and Maureen Stickney Endowment
$10,963
Jeff, Anne, and Vanessa Nakagawa Endowment
$39,040
Jennifer Phillips Memorial
$90,902
John Staniforth Miller Fund
$48,178
Karen Angove Endowment
$126,016
Louise and Sieg Silver Memorial Endowment
$2,862
Lynda Nicholson, Allen Ferguson Endowment
$18,704
Margot Hewitt, Dr. Melany Dyer Endowment
$53,773
Marian and Ralph Segreto Endowment
$120,326
Nancy and George Clark Memorial Fund
$72,111
Nels and Nellie Latta Memorial Endowment
$9,866
Nina Dickins Family Endowment
$133,503
Pat and Peter Cummings, George and Eva Kassa, Patti and Bryan Kassa Endowment Fund
$43,354
Reid/Wright Families Endowment
$24,388
Rob Nash Memorial Endowment Fund
$20,269
Rosemarie and Roy Farquhar Endowment
$557,407
Sheldon and Karen Pukas Family Endowment
$18,784
Shuswap Emergency Preparedness Fund
Private
Sue and Ron Arnold Endowment Fund
$10,193
Tom and Elsie Brighouse Family Endowment
$29,700
Ulrich and Margarete Schoene Family Endowment
$40,216
White/Johnson Endowment
$10,956
Women Who Wine Society Fund
$1,195
Total Unrestricted
$3,179,031

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
$12,856
Allan and Rosemary Wilson Preserving Memories Fund
$11,013
Anneli Long/Deo Lutheran Endowment
$10,698
Anonymous Eagle Valley Seniors Endowment
$14,493
Betty Jean Derkaz Memorial Fund
$34,084
Bill and Mary Douhaniuk Endowment
$110,132
Bob and Marlene Robertson Family Endowment
$22,790
C. Norman Barber Endowment
$72,140
Carson/Murray Endowment
$27,386
Charlotte Hunter Endowment
$23,073
Colin Molnar Memorial Endowment
$26,449
Deb Heap Endowment
$38,715
Dr. Lee and Jos Penner Family Endowment
$13,101
Eagle Valley Communities Endowment
$13,533
Edna and Dan MacQuarrie Family Endowment
$40,887
Ev Painter Endowment
$429,059
Garry Locke Memorial
$9,815
Gary W. Carder Endowment Fund
$136,252
Geoff and Judith Benson Family Endowment
$250,551
Ian and Wendy Clay Endowment
$14,737
Joe and Bobbi Johnson Schools Legacy
$27,370
John and Ingrid Monk Endowment
$184,985
Kyllo Family Endowment
$10,720
Landers Family Legacy
$16,299
Letham Family Endowment
$20,814
Maureen Brass Memorial
$11,645
Maurice Gillis Memorial Endowment
$12,615
Memorial Walkway Fund
$159,232
Mickey Petersen Endowment
$10,348
Paul and Elvi Pukas Family Endowment
$51,366
Potter/Edgell Family Endowment
$42,847
Robin Jackson Environmental Endowment
$23,199
Rod Bailey Endowment
$17,705
SASCU Community Endowment
$113,947
SASCU Youth Endowment
$111,259
Sorrento Lions Club – Catherine Dilworth Memorial Endowment
$122,840
Steve Guidone and Jaki Greenhough Endowment
$9,245
The Friends of Salmon Arm Tennis
$1,000
Wainwright-Mobley Memorial
$252,354
Total Donor Limitation
$2,511,552
Total Discretionary Funds
$6,875,098

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
$468,876
Beryl Herdan and Al Neale Endowment
$123,785
Bill and Peggy Kernaghan Family Endowment
$4,868
Bill MacDonald Memorial
$17,990
Braby Family Endowment
$11,022
Brad Jackson Scholarship
$24,762
Brother John Fleming Memorial Fund
$17,811
Bruce and Trudy Hall Memorial Endowment
$8,514
Canadian Mental Health Association Shuswap/Revelstoke Branch
$124,630
Carter Kosick Fund
$14,169
Centennial Reunion Scholarship
$9,761
Clara Anderson Endowment
$18,546
Class of ’77 – David MacKay Memorial Endowment
$11,243
David John Stratton Memorial Bursary
$15,537
Dearing Family Endowment
$33,320
Denis Marshall and Geoff Leech Memorial Endowment
$11,119
Dorothy Longdo Memorial Bursary
$137,980
Doug and Donna Adams Museum Endowment
$12,215
Douglas Burkitt Memorial
$16,008
Elisabeth Thomi Endowment
$1,518,707
Eve and Christopher Wright Scholarship
$17,450
Fay Kelley-Mackie Family Trust
$1,431
Fowler/Gomme Family Endowment
$27,810
Frank and Rita Smuin Memorial Bursary
$25,340
Glenn and Judith Borthistle Endowment
$11,140
Hana and Glen Larson Endowment Fund
$49,377
Henderson Award in International Development
$80,435
Jack and Edith Stead Endowment
$54,133
Jack and Edith Stead Hospital Endowment
$13,784
Janet Pattinson – Shuswap Naturalist Club Bursary
$34,444
Jaxon’s Memorial Endowment
$1,291
JOBS Endowment Fund
$1,738,814
Julia/Fred Endowment
$374,615
Kuna Family Endowment
$158,165
Larson Family Endowment
$51,848
Lisa Rolland Children’s Literacy
$23,100
Lloyd and Joy Johnston Family Endowment
$151,807
Loretta Zinck Greenough Endowment
$20,982
Lori Anthony Pet Assistance Fund
$3,180
Loyola Elliott Bursary
$10,050
Lyle Chapman Memorial Fund
$0
Margaret and Ronald Willey Memorial
$95,581
Marie Manson Memorial Art Award
$43,240
Mark Corbett Memorial Endowment
$92,896
Morris Bursary for Excellence in Mathematics
$96,112
Nancy Leatherdale Memorial Fund
$10,150
Nayki/Greer Family Endowment
$102,196
Nick and Marilyn Brown Family
$38,166
Pat and Al Munholland Family Endowment
$52,683
Porteous/Mullen Bursary Endowment
$35,144
Ralph & Jean Smith Memorial Endowment Fund
$19,354
Ready Family Endowment
$43,235
Salmon Arm Folk Music Society Fine Arts Development Fund
$29,652
Salmon Arm Kinsmen and Kinette Fund
$53,135
Salmon Arm Métis Association Bursary Fund
$22,204
Salmon Arm Secondary Athletic Endowment
$41,818
Sansom Family Endowment Fund
$29,056
Shane Gorner Memorial Endowment
$41,202
Sharon Besler and Robert Baker Endowment
Private
Sholinder Family Endowment
$49,801
Shuswap Branch, BCSPCA Endowment
$319,692
Shuswap Volunteer Firemen’s Association – Cody Davies Memorial Bursary
$18,479
Steve Heal Memorial Scholarship
$20,655
Sue Ackerman Educational Fund
$11,457
Susan Latimer Bursary
$1,751
Tom Brush Memorial Scholarship
$17,802
Tomas Idzan Memorial Bursary
$16,441
Walter Ellaschuk Memorial Bursary
$40,401
Wayne Williamson Memorial
$9,785
Total Donor Directed
$6,846,677

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
$145,861
Anglican Parish of Salmon Arm – Sicamous Endowment
$31,067
Arts Council for the South Shuswap
$15,281
Caravan Farm Theatre Endowment
$10,337
City of Salmon Arm Endowment
$389,528
Eagle Bay Community Association Endowment
$23,196
Fifth Avenue Seniors’ Centre Endowment Fund
$26,617
Morris Okanagan Regional Library (Salmon Arm Branch) Children’s Fund
$50,452
North Okanagan-Shuswap School District Endowment
$80,405
Okanagan College Foundation
$160,102
Okanagan Regional Library (Shuswap) Endowment
$7,641
Royal Canadian Air Cadet 222 Shuswap Squadron Endowment
$14,178
SABNES Endowment
$27,860
SAFE Society Endowment
$18,642
Salmon Arm Art Gallery Endowment Fund
$481,713
Salmon Arm College Scholarship Fund – George and Nancy Clark
$124,779
Salmon Arm College Scholarship Trust – Len O’Neill Memorial
$107,970
Salmon Arm College Scholarship Trust – Vicki Hitchen Memorial
$99,927
Salmon Arm Museum and Heritage Association – Peterson Family
$78,787
Salmon Arm Museum and Heritage Association Endowment
$184,932
Seniors’ Resource Centre Society – Fletcher Park
$97,361
Shuswap District Arts Council Endowment
$61,184
Shuswap District Arts Council Endowment – Blair Borden Memorial
$39,948
Shuswap District Arts Council Endowment – TONAC Fund
$8,787
Shuswap Hospice Society Endowment
$51,778
Shuswap Hospital Foundation Endowment
$48,356
Shuswap Lifeboat Society Endowment
$2,067
Shuswap Society for the Arts and Culture Endowment Fund
$2,690
Shuswap Theatre Society Endowment
$47,209
Sorrento and Area Community Health Centre
$18,304
The Adams River Salmon Society Endowment
$1,209
The Shuswap Trail Legacy Fund
$70,433
Total Agency
$2,528,599
Total Dedicated Funds
$9,375,277
Total Fund Balance
$16,250,375

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