Creating a Fund
It’s easy to establish your own charitable fund at the Comox Valley Community Foundation. Our Fund Development team will work closely with you, your family, and your financial advisor if you choose, to complete the following steps:
- Determine the amount of your gift
- Choose what assets to contribute (Cash, securities, life insurance, etc.)
- Name your fund, if applicable (Named fuds have the following minimum amounts: Community Named Fund: $5000; Field of Interest Named Fund: $5000; Designated or Agency Funds: $10,000; Donor-Advised Named Funds $50,000)
- Consider which charities and causes to support
For more information on how to create a fund, or for specific wording for bequests, please contact Jody Macdonald, Executive Director at firstname.lastname@example.org.