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 and member agency of Community Foundations of Canada, we are truly a ‘charity for all charities’. We are a neutral public foundation that exists to connect donors who care with causes that matter. The beauty of working with a community foundation is that we are ‘donor centered’ and work with clients to help them choose the charitable causes that matter most to them.
The Community Foundation of the North Okanagan has 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 make a gift the process is quite simple. Note that the resources are provided as examples only; specifics will be addressed by our donor relations specialist when we meet with you and your client.
Please note that we are able to customize most of the attached handouts with your business logo and your local contact information. We look forward to working with accountants, lawyers, investment advisors and other allied professionals to introduce the idea of ‘giving back to the community’ in a simple yet effective way.
Supporting our community through charitable giving since 1975, we are your partner in making philanthropy a rewarding experience!