The Central Okanagan Foundation works with dozens of professional advisors to help their clients create a gift that will benefit the community for years to come.

Here are some useful resources:

• Sample wording for wills summary (PDF)
• Sample wording for wills detailed (PDF)
• Sample Gift Agreement (PDF)
• Professional Advisors Toolkit

We offer a myriad of resources for advisors looking to assist their clients, simply click on the Professional Advisors eResource icon. We are here to help you offer the best value to your clients; consider us your partner in philanthropic giving. We make giving easy.

The Foundation 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 create a fund with the Central Okanagan Foundation the process is quite straightforward. Bear in mind that the above resources are provided as examples only and should be discussed with the Foundation and advisor if at all possible.

We also call your attention to the fact that the long passage of time can outdate a fund's initial purpose. A fund for a disease that has now been conquered would be an example. A fund for an organization that has ceased to exist would be another. Organizations sometimes change their missions, merge with others, or change their programs. Our Board has the authority to amend a fund's purpose so as to carry out a donor's intent, if through a change in circumstances, the donor's original instructions cannot be carried out. This authority is outlined in the variance clause in our agreement. Our intent is to honour the original intent of the donor above all else.