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Creating a Fund

We help you craft a personalized giving strategy that aligns with the causes you care about most and creates lasting community impact.

The Sisters of Charity of the Immaculate Conception Legacy Fund

Establishing your charitable vision

Community Foundation staff work closely with all prospective fund holders to explore your unique interests, values, and vision for our community.

Our Community Foundation can help you extend your generosity into the charitable causes that matter most to you - from arts and education to health and poverty reduction. We are also able to draw on innovative community research and resources to help you navigate the diverse web of needs and organizations.

The Chapman Group Fund

Once your vision is established, we work with you to build a personalized giving strategy. We will help you navigate considerations such as:

  • The level of impact you seek to achieve – today and in the future
  • How your generosity may evolve during your lifetime
  • The unique financial assets you might leverage to maximize your charitable impact and personal tax benefits.

Fund Design

Our Community Foundation's innovative approach to fund design helps ensure we create tools that make sense for you. This flexibility empowers you to decide how to make an impact, whether it's through specific projects, broad areas of focus, or supporting long-term sustainability. 

We are endowment specialists – your contributions can be strategically invested to allow for sustained impact over time. 

Depending on your charitable vision we can help co-design:

  • Responsive Unrestricted Funds
  • Designated or Field of Interest Funds  
  • Bursary Funds
  • Spend Down Funds
  • Flow-Through Funds
  • Donor Advised Funds

A Life-long Partnership

Co-creating a fund is not a one-time transaction—it's the beginning of a lasting partnership. Our Foundation works with donors over time to update giving strategies as personal circumstances or community needs change so that your generosity continues to evolve and remain impactful. 

The Friars Family 'Celebrate' Fund

To ensure you feel confident about your giving strategy, our Community Foundation provides transparent financial reporting and impact assessments. This allows you to track how your funds are being used and understand the outcomes achieved. 

We ensure that all our funds are invested and dispersed responsibly and that the impact is closely monitored. This fosters trust and ensures that your charitable vision is fullfilled.

The Cheryl M.G. Robertson Bursary Fund