PROFESSIONAL ADVISORS

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.

Central Okanagan Foundation ("COF"), a community foundation, is a valuable resource for you and your clients.  We work with community organizations every day, so we can help your clients match their giving goals with local needs and opportunities.

COF values relationships as much as you do, so we tailor giving options to meet your clients' personal needs.  And because we are experts at the ins and outs of charitable giving, you can offer this added value to clients.

We know giving and we know communities.  COF can offer everything you need to quickly understand and share information with clients about charitable gift options in your community. 

Contact us at 250.861.6160 

 

Here are some useful resources:

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COF 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!

COF 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.  Note that the above resources are provided as examples only; specifics will be addressed when COF meets with you and your client. 

 

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Some Gift Options for Your Clients: 

 

  • Gift of Cash
  • Gift of Publicly Listed Securities
  • Life Insurance Policy
  • Bequest of Retirement Plan Accumultions
  • Bequest by Will
  • Gift of Real Estate
  • Shares in a Privately-Owned Corporation