Professional Advisors Donor Information Grant Seekers

Professional Advisors

When planning charitable gifts the Community Foundation of the South Okanagan understands that donors give back to their community in context with an overall financial plan. We respect the trusting relationships exist between donors and their professional advisors who play an important role in helping their clients create and realize a personal charitable vision.

A wide range of information about charitable giving that can help professional advisors when working with clients on a charitable giving plan can be accessed by clicking on the icon below, including up-to-date tax benefits.

Professional Advisors eResource: Helping you and your clients with charitable giving

Mission Statement:

Our Mission

 The Community Foundation of the South Okanagan is dedicated to enriching the quality of life by connecting the generosity of people with evolving community needs and opportunities.