At the Central Okanagan Foundation, it is possible to give back to your community now and leave a legacy for the future. There are endowment funds and flow through funds.
An endowment is a fund where money is donated, pooled, and permanently invested by a community foundation. The investment returns earned are used to support the causes defined by our donors and our granting committees in accordance with CRA guidelines.
A flow-through fund is directed back into the community for immediate impact.
TRANSFER OF SHARES IN KIND
We are pleased to be able to accept Shares In Kind through your Investment Advisor of choice. Please complete the attached form and follow the provided instructions.
As this form of transaction can take up to 15 business days to process, please allow ample time when transferring for December 31.