Create an Endowment Fund

Define your charitable goals
Consider the impact you want to create. You may choose to support a specific cause or area of interest, provide scholarships and bursaries, support a registered charity, or contribute to broader community needs throughout the Shuswap.

Connect with the Foundation
Work with Shuswap Community Foundation to explore fund options and determine the structure that best reflects your values and giving goals. Reach out to our executive director, Monica Sigurdson at 250.832.5428 ext. 2.

Choose how to fund your endowment
Funds can be established through cash donations, wills and estates, stocks and securities, life insurance, or other planned giving options. You may wish to consult your financial advisor to see which option makes the best financial sense for you.

Establish your fund agreement
Together, we will create a Deed of Gift that outlines your fund’s purpose and granting preferences in alignment with SCF’s fund policies.

Professional stewardship
The Foundation manages investment oversight, administration, granting, and charitable tax receipting—making giving simple and effective.

Stronger impact through pooled investments
Endowment assets are invested alongside other Foundation funds to benefit from diversified investment strategies and long-term growth opportunities.

Enduring community support
Your original gift continues to generate annual income, creating ongoing support for local organizations and initiatives.

Charitable tax benefits
Eligible gifts receive charitable tax receipts and may provide valuable tax advantages depending on your circumstances.

Whether you are creating a personal legacy, honouring a loved one, supporting a charitable organization, or investing in the future of the Shuswap, an endowment fund can help turn your values into lasting community impact.