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Donation Calculator - Growth of a Legacy Fund

Let the Community Foundation assist with the creation of a legacy fund where we can honour you for generations to come. We make it easy for you to have your own private foundation in trust at our Community Foundation. Its your own private foundation with almost none of the work. With the initial investment protected, you will have the satisfaction of knowing that your gift will continue giving for years past when you have passed.
*The calculated example is based on a 3.5% disbursement rate from your Legacy Fund each year and is used for estimation purposes. All returns, investment fees, and charitable administration fees used in the calculations are based off 10-year Foundation data from 2013 to 2023. Future results are not guaranteed and actual disbursements and results can differ. For more details, reach out to finanace@sscf.ca.
The number of years you would like to annually donate at this level for. Choose 1 Year for a one-time donation.
*This percentage is a historical average taken from the Foundation records spanning between 2013-2023.
*This percentage is a historical average taken from the Foundation records spanning between 2013-2023.
*Legacy Funds have a tiered charitable administration fee. Fund balances under $1M is 1.5%, fund balances between $1M-$5M is 1.25%, and fund balances over $5M are 1%.
*This value is determined annually by the Board of Directors. Historically, the grants out in your honour can range from 2.5% to 5.0% with the average historically at approximately 3.5%.

  • The $10,000CDN commitment is made up of 1 payment(s) of $10,000CDN.
  • Your donation will be invested at a rate of approximately 7.74%.
  • From the 7.74% of income generation, approximately 3.5% will be directed to the charity(s) you're passionate about. The legacy calculator shows the continued impact of the donation year after year.
  • A charitable annual administration fee of 1.5% and an annual management fee of approximately 0.53% will be deducted from the 7.74% approximate income. The remainder from the 7.74% approximate income generated will be added to the capital of your fund.

Endowing a donation of $10,000CDN over a period of 1 Year(s) can be seen in the sections below.

5 Year Growth:
5
5 Years

Donation Calculator - Growth of a Legacy Fund

Let the Community Foundation assist with the creation of a legacy fund where we can honour you for generations to come. We make it easy for you to have your own private foundation in trust at our Community Foundation. Its your own private foundation with almost none of the work. With the initial investment protected, you will have the satisfaction of knowing that your gift will continue giving for years past when you have passed.
*The calculated example is based on a 3.5% disbursement rate from your Legacy Fund each year and is used for estimation purposes. All returns, investment fees, and charitable administration fees used in the calculations are based off 10-year Foundation data from 2013 to 2023. Future results are not guaranteed and actual disbursements and results can differ. For more details, reach out to finanace@sscf.ca.
The number of years you would like to annually donate at this level for. Choose 1 Year for a one-time donation.
*This percentage is a historical average taken from the Foundation records spanning between 2013-2023.
*This percentage is a historical average taken from the Foundation records spanning between 2013-2023.
*Legacy Funds have a tiered charitable administration fee. Fund balances under $1M is 1.5%, fund balances between $1M-$5M is 1.25%, and fund balances over $5M are 1%.
*This value is determined annually by the Board of Directors. Historically, the grants out in your honour can range from 2.5% to 5.0% with the average historically at approximately 3.5%.

  • The $10,000CDN commitment is made up of 1 payment(s) of $10,000CDN.
  • Your donation will be invested at a rate of approximately 7.74%.
  • From the 7.74% of income generation, approximately 3.5% will be directed to the charity(s) you're passionate about. The legacy calculator shows the continued impact of the donation year after year.
  • A charitable annual administration fee of 1.5% and an annual management fee of approximately 0.53% will be deducted from the 7.74% approximate income. The remainder from the 7.74% approximate income generated will be added to the capital of your fund.

Endowing a donation of $10,000CDN over a period of 1 Year(s) can be seen in the sections below.

5 Year Growth:
5
5 Years