Legacy Funds ~
Donors
We protect your donations forever, so your legacy can thrive.
A legacy is a heartfelt gift that bridges generations. It ensures that your love and passion continue to warm the hearts of those you hold dear while supporting causes you cherish. It’s a testament to a life well-lived, a life dedicated to making the world a better place. Take action today, and unlock the power of your legacy. Leave an indelible mark on the world, while securing peace, perpetuity, and comfort for yourself and your loved ones. Here at the Community Foundation, your impact, your passion for community, and your legacy can find a permanent home. Take a look at the different funds we provide, and see how we can help your legacy continue to thrive for generations to come.
Impact Legacies Have on the Community
Legacy Stories
From Dream to Reality Gary Hyland Enriched Many Lives
The G. Murray and Edna Forbes Foundation Fund Supports Carmichael Outreach
Doug and Gloria Archer Leaving the Community Better Than They Found It
Fund Types at a Glance
Click on the checkmark to view more details on a specific fund type
| Why you might want to start a fund: | Donor Advised Fund | Donor Designated Fund | Memorial Fund | Scholarship Fund |
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I'd like to give back to my community, and I'm 100% certain on the charities or causes I'd like to support. |
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I want to give back to my community, but I haven't decided on which charities or causes I want to continuously support. |
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There is someone close to me that I'd like to commemorate or honour forever. |
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I'd like to support the community by providing opportunities to people to further their education or provide funding for their community-based projects. |
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I want to ensure that my legacy is to support emergent needs within the community as they change with the times. |
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My community has been good to me over the years, so I want to support its sustainability for future generations. |
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Not sure which fund is the right one? Take our questionnaire to see which fund type is ideal for your legacy giving goals!
Donor Advised Funds
Experience all the benefits of having your own personal foundation, without any of the administrative work. That means no charity filings, no donation receipts, no cheques written to the charities you love, no accounting, and no investment decisions. We take care of all the work for you, providing the same benefits of a private foundation, with the level of privacy to match your comfort, and the professionalism of a dedicated team with fees that are essentially covered by the investment earnings of your fund.
With a Donor Advised Fund, you retain the ability to recommend grants out to the charities of your choice. With this flexible option, you are able to change your preference at any time, meaning you can either support your favourite charities or simply select the causes you care about. We understand that everyone is unique, and that your passions may change over time. This makes Donor Advised Funds ideal as we make it easy for your Donor Advised Fund to change alongside you. Simply let us know, and we’ll take care of the rest!
Some of the reasons you may want to open a Donor Advised Fund include:
- Wanting to support emergent needs
- Providing support to a cause, rather than specific charities
- You wish to give back to a variety of charities or causes, but your passions or hobbies are subject to periodic change
Lorna Sandberg -
Director of Philanthropy and Donor Stewardship
- Fund balances under $1M = 1.5%
- Fund balances $1M – $5M = 1.25%
- Fund balances over $5M = 1.0%
Did you know…
In our over five decades of service to the community, our investment returns have covered the charitable fees to our Foundation, which means that in all our years, the donations made to a Legacy Fund, have always been protected? That means, your donations to a Legacy Fund will always be protected, and while we can not predict future success, historically we have great returns, which have covered the fees, and then left enough to grant out 3.5% or more a year with a little left over to have the Legacy Fund continue to grow.
Legacy Funds (Endowments) are the heart of our Foundation and why we exist – to build, protect, and honour legacies. For years, our minimum donation to start a fund was $10,000. However, beginning in 2023, the Board has adjusted policies to allow a legacy to start with any amount, but, there must be a plan developed to build the Legacy Fund to a balance of $10,000 within three to five years. Funds will not grant out until they reach this amount as growing to this amount will allow the fund to be sustainable forever. We accept all kinds of donations to open this type of fund, including:
- Monetary Donations
- Stocks (Publicly Traded)
- Private Company Shares
- Land or Mineral Rights
- Life Insurance Policies
- Mutual Funds or RRSPs
- Real Estate
- Works of Art
- Charitable Remainder Trust
Lorna Sandberg -
Director of Philanthropy and Donor Stewardship
Donor Designated Funds
Passion comes in many different forms. One way it can truly shine bright is through dedication. Donor Designated Funds are an ideal choice if you are certain about what you would like to support and want to ensure your giving wishes are secure without having to worry about being contacted each year to make decisions. With this type of fund, you have the ability to name specific charities, focus areas, or causes you would like to support indefinitely. You can rest assured that your fund will continue to give to these charities, focus areas, or causes as once your Donor Designated Fund is established, the support choices become permanent. This support provides the best option for sustainable and predictable funding for the charities you love.
Some of the reasons you may want to open a Donor Designated Fund include:
- You consistently support a specific charity or cause, and would like to continue to do so indefinitely
- You wish to give back to charities or causes that are geographically specific
- Supporting community-driven research on emerging needs without having to worry about granting
Lorna Sandberg -
Director of Philanthropy and Donor Stewardship
- Fund balances under $1M = 1.5%
- Fund balances $1M – $5M = 1.25%
- Fund balances over $5M = 1.0%
Did you know…
In our over five decades of service to the community, our investment returns have covered the charitable fees to our Foundation, which means that in all our years, the donations made to a Legacy Fund, have always been protected? That means, your donations to a Legacy Fund will always be protected, and while we can not predict future success, historically we have great returns, which have covered the fees, and then left enough to grant out 3.5% or more a year with a little left over to have the Legacy Fund continue to grow.
Legacy Funds (Endowments) are the heart of our Foundation and why we exist – to build, protect, and honour legacies. For years, our minimum donation to start a fund was $10,000. However, beginning in 2023, the Board has adjusted policies to allow a legacy to start with any amount, but, there must be a plan developed to build the Legacy Fund to a balance of $10,000 within three to five years. Funds will not grant out until they reach this amount as growing to this amount will allow the fund to be sustainable forever. We accept all kinds of donations to open this type of fund, including:
- Monetary Donations
- Stocks (Publicly Traded)
- Private Company Shares
- Land or Mineral Rights
- Life Insurance Policies
- Mutual Funds or RRSPs
- Real Estate
- Works of Art
- Charitable Remainder Trust
Lorna Sandberg -
Director of Philanthropy and Donor Stewardship
Memorial Funds
Honour and celebrate the memory of your loved ones, and have their legacy live on forever. By creating a Memorial Fund, you can carry on someone’s remarkable spirit and legacy through a Legacy Fund in their honour. With our efficiencies, a Memorial Fund can be setup within two business days, quick enough to be included in an obituary. A dedicated page on our website is also created to take all forms of donations to go towards your loved one’s memory. The legacy that is created will allow friends, family, and loved ones to pay tribute to their memory. By contributing donations to the Memorial Fund, their memory lives on and can continue to support the community for generations to come.
Some of the reasons you may want to open a Memorial Fund include:
- Wanting to have the memory of your loved one to live on forever
- To support the causes your loved one held close to their heart indefinitely
- Pay tribute to someone's legacy in a way that can continue to give back for generations to come
Lorna Sandberg -
Director of Philanthropy and Donor Stewardship
- Fund balances under $1M = 1.5%
- Fund balances $1M – $5M = 1.25%
- Fund balances over $5M = 1.0%
Did you know…
In our over five decades of service to the community, our investment returns have covered the charitable fees to our Foundation, which means that in all our years, the donations made to a Legacy Fund, have always been protected? That means, your donations to a Legacy Fund will always be protected, and while we can not predict future success, historically we have great returns, which have covered the fees, and then left enough to grant out 3.5% or more a year with a little left over to have the Legacy Fund continue to grow.
Legacy Funds (Endowments) are the heart of our Foundation and why we exist – to build, protect, and honour legacies. For years, our minimum donation to start a fund was $10,000. However, beginning in 2023, the Board has adjusted policies to allow a legacy to start with any amount, but, there must be a plan developed to build the Legacy Fund to a balance of $10,000 within three to five years. Funds will not grant out until they reach this amount as growing to this amount will allow the fund to be sustainable forever. We accept all kinds of donations to open this type of fund, including:
- Monetary Donations
- Stocks (Publicly Traded)
- Private Company Shares
- Land or Mineral Rights
- Life Insurance Policies
- Mutual Funds or RRSPs
- Real Estate
- Works of Art
- Charitable Remainder Trust
Lorna Sandberg -
Director of Philanthropy and Donor Stewardship
Scholarship Funds
Scholarship Funds are an excellent way for your legacy to impact those who wish to further their education to make the community a more vital, strong, and fair place to live, work, and play. We assist in the process of setting up scholarships, bursaries, or awards with any registered institution across Canada. Once you, your family, or committee finalize the scholarship, bursary, or award criteria, we assist in the process by working with the academic institution or professional organization of your choice. We help to ensure that the funding of the scholarship, bursary, or award meets all of your goals, while also meeting the requirements of the institution related to the timing and amount of payments, which may include the use of multi-year agreements.
Some of the reasons you may want to open a Scholarship Fund include:
- To create opportunities for others to be able to pursue specific post-secondary academic programs
- You wish to give back to your community by lessening the financial burden of post-secondary education
- To encourage minority groups to pursue certain fields that they may not otherwise consider
Lorna Sandberg -
Director of Philanthropy and Donor Stewardship
- Fund balances under $1M = 1.5%
- Fund balances $1M – $5M = 1.25%
- Fund balances over $5M = 1.0%
Did you know…
In our over five decades of service to the community, our investment returns have covered the charitable fees to our Foundation, which means that in all our years, the donations made to a Legacy Fund, have always been protected? That means, your donations to a Legacy Fund will always be protected, and while we can not predict future success, historically we have great returns, which have covered the fees, and then left enough to grant out 3.5% or more a year with a little left over to have the Legacy Fund continue to grow.
Legacy Funds (Endowments) are the heart of our Foundation and why we exist – to build, protect, and honour legacies. For years, our minimum donation to start a fund was $10,000. However, beginning in 2023, the Board has adjusted policies to allow a legacy to start with any amount, but, there must be a plan developed to build the Legacy Fund to a balance of $10,000 within three to five years. Funds will not grant out until they reach this amount as growing to this amount will allow the fund to be sustainable forever. We accept all kinds of donations to open this type of fund, including:
- Monetary Donations
- Stocks (Publicly Traded)
- Private Company Shares
- Land or Mineral Rights
- Life Insurance Policies
- Mutual Funds or RRSPs
- Real Estate
- Works of Art
- Charitable Remainder Trust
Additional information about each award, including applications, can be found through the links below to the organizational partners who administer the awards:
- Campion College Scholarships (Regina)
- Donavon Puttick Memorial Scholarship (Moose Jaw)
- First Nations University of Canada Scholarships
- The Glengarry Book Award
- Lumsden High School Scholarships
- Jamieson Family Legacy Scholarship
- Robbie Curtis Memorial Scholarship (Paramedics with Heart)
- Sage Hills Writing Summer Course Scholarship
- Saskatchewan Lions Club Dayna Brons Entrance Scholarship
- The Second Lieutenant Andrew Naismith Benevolent Fund Bursary
- The Second Lieutenant Andrew Naismith Benevolent Fund Bursary
- University of Regina Scholarships
- Claire Kramer Award in Nursing
- G. Murray and Edna Forbes Foundation Award in English
- G. Murray and Edna Forbes Foundation Award in Honours English
- G. Murray and Edna Forbes Foundation Award in Investigative Journalism
- G. Murray and Edna Forbes Foundation Graduate Award in English
- G. Murray and Edna Forbes Foundation Scholarship in Music Performance
- Harald Liebe Undergraduate Scholarship in Petroleum Engineering
- Ritenburg Family Foundation Bursary in Engineering
- SASW Scholarship
- University of Saskatchewan Scholarships
- Wilson Scholarships (Moose Jaw)
Lorna Sandberg -
Director of Philanthropy and Donor Stewardship
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