Professional Advisor Tool Kit

The Community Foundations of the Community Foundation of the North Okanagan offers a myriad of resources for Professional Advisors looking to assist their clients with philanthropic giving. Simply click on the Professional Advisors eResource icon. We make giving easy!

As a Community Foundation, we have the infrastructure in place to accept gifts of appreciated securities, life insurance products, bequests and will gifts, as well as memorial and cash gifts.

Once your client has decided to create a fund with the Community Foundation of the North Okanagan the process is quite straightforward. Note that these resources are provided as examples only; specifics will be addressed when we meet with you and your client.

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