Giving That Fits Your Life
At Community Foundation, we believe giving should be meaningful and easy, tailored to your goals, your timeline, and your impact.
Whether you want to make a single gift today or build a legacy that lasts decades, we offer flexible options to make your generosity go further, on your terms.
Make a One-Time Donation
Contribute a single gift to the cause or fund that matters most to you. Your support provides immediate impact, helping programs and initiatives move forward right away.
Set Up a Recurring Donation
Make a long-term commitment with ease by choosing a schedule that fits your life—monthly, quarterly, annually, or bi-annually. Supporting a fund or program over the next 5, 10, or even 15 years ensures steady progress and lasting impact, one gift at a time.
Leave a Planned Gift
Include the Foundation in your will or estate plans, creating a powerful way to support future generations. This thoughtful step secures your legacy while ensuring your values and generosity continue to make a difference. Curious? Visit our Planned Giving page to learn more.
Take a Hybrid Approach
Start giving now while also planning for more later. You might make a one-time or recurring gift today, then add a legacy gift through your estate. Together, we’ll help you design a giving plan that reflects both your current priorities and your future intentions.
Choose the Giving Option That Works for You
In-kind donations of publicly traded shares or segregated funds to the Community Foundation entitle you to a tax receipt equal to the fair market value (FMV)of the securities being donated. They also allow you to avoid paying tax on any capital gains for the donated securities.
Step 1
Complete Form 1 and provide it to your financial advisor or broker. This form includes all the information they need to initiate the in-kind transfer of securities to the Foundation.
Your advisor will then submit the completed form to our broker at CIBC Wood Gundy to notify them that the transfer is pending.
Please carefully follow the instructions provided at the top of the form.
Form 1: Transfer Securities
Step 2
Complete Form 2 and send it directly to the Foundation. This form lets us know that a gift is on the way and includes your instructions on how you would like the donation directed.
Please carefully follow the instructions provided at the top of the form.
Form 2: Notice of Transfer Securities
Please Note
Do not sell the securities yourself. They must be transferred in-kind (as-is) directly to the Foundation.
The Foundation sells the securities after receiving them. Our broker at CIBC Wood Gundy sells the shares, usually the morning of the next trading day.
There may be a gain or loss on the sale. Because of the short delay before sale, the actual proceeds may be slightly more or less than the value at the time of transfer.
You receive a donation receipt for the full Fair Market Value (FMV). The official tax receipt reflects the value at the time the securities are received, not the final sale price.
Net proceeds (after broker fees) are distributed according to your instructions.
Brokerage & Administrative Fees
No fees are charged by the Foundation if the gift supports a fund held at the Foundation.
An admin fee applies for “Flow Through” gifts. This applies only when your donation is immediately passed on to another charity.
CIBC Wood Gundy charges the following brokerage fees to the donation:
Amount Brokerage Fee $10,000 & below $0 $10,000 – $19,999 $150 $20,000 – $29,999 $200 $30,000 – $39,999 $250 $40,000 – $49,999 $300 $50,000+ $350
A Will is essential to make your wishes known so that your legacy is exactly what you want it to be. We can help you identify the best way to support the causes or charities you care about. The specific wording will depend on if the gift is to be made to an already established Fund, or if the Fund will only be established when your bequest is realized.
Provide a sizeable future gift to the Community Foundation at an affordable cost, without reducing what you give to family and friends through your estate. Name us as the beneficiary of an existing life insurance policy or consider establishing a new policy to make a significant charitable gift in the future.
Name the Community Foundation as the beneficiary of your Registered Retirement Savings Plan, Registered Retirement Income Fund or Tax-Free Savings Account and make a significant donation, while avoid paying the Estate Administration Tax.
Set up a trust that provides you with income during your lifetime, with the remaining assets going to the Community Foundation. This method allows you to enjoy tax benefits now, while also supporting our mission in the future.
