Unique Solutions

The Community Foundation of the South Okanagan is uniquely suited to assist with difficult situations.  As a public foundation, the CFSO has the management and investment expertise to assist in almost any scenarios.  With 19 years of history and more than $5 million under management, the CFSO is also incredibly stable and in a position to fulfill any donors philanthropic wishes in perpetuity.

Charities that are closing

The Community Foundation of the South Okanagan can work closely with any charity that finds its mandate or viability threatened, either from lack of funding, changes in government policy,  or simple loss of interest from the volunteer base.  The CFSO works closely with the charity to ensure the name and mission of the organization is preserved.

Because a community foundation is not restricted to one particular field of interest, the CFSO is able to honour the lasting intent of the charity by investing the remaining funds of the organization and granting the proceeds annually to causes that the closing charity wishes to support.

Service clubs that are winding down

As with charities that are closing, many service clubs are struggling to fulfill their mandate with declining membership and lacklustre interest from younger generations.  With years of effort invested to raise funds and give back to their communities, service clubs work hard to ensure their efforts continue to leave a lasting legacy for the causes they care about.

The Community Foundation of the South Okanagan works within the parameters of the service organization, offering investment expertise and administrative support to maximize the service club’s impact in the community while ensuring that the organization’s legacy lives on.

Private Foundations that are struggling

Clients who establish private foundations have a very clear vision and passion for philanthropy.  They know what they want to accomplish and they have the means to build a powerful giving tool for their area fo interest.

However, over time, many private foundations begin to struggle under changing priorities, family conflict, adminstrative costs, and the large amount of time required to maintain the organization.

The Community Foundation of the South Okanagan is able to work closely with any private foundation to ensure the longevity and continuity of the foundation’s mandate.  For more information about how to transfer assets from a private foundation to the CFSO please contact us.