Fund Forms and Guide

"It takes a noble man to plant a seed for a tree that will some day give shade to people he may never meet."

— David Trueblood

Charitable Gift Fund Forms & Program Guide

There are agreement forms available to establish Charitable Gift Funds or to make additional contributions to existing funds. Grant recommendations may be made at the time of establishing the fund or by filling out the relevant sections at a later date. The forms are provided in Adobe Acrobat format. Once you have printed off a copy, please complete the agreement as per the instructions on each form.

The Foundation currently offers the two Charitable Gift Fund options. For details on these options, please refer to the Donor Program Guide or contact Gift Funds Canada. Donors may select either the Classic ($25,000 minimum) or the Flex ($100,000 minimum) option, depending on your personal objectives.

Questions? Concerns? Contact the Foundation directly for further assistance. Via Email: contactus@giftfunds.com or by Telephone at 1-866-712-5988.

If you are a Donor working with the assistance of a Professional Advisor or on your own and want to create a Classic Charitable Gift Fund.

If you are a Donor working with the assistance of a Professional Advisor or on your own and want to create a Flex Charitable Gift Fund.

If you are an Insurance Agent working with a client looking to contribute to an existing Charitable Gift Fund or create a new one using an insurance policy.

Looking to make a new or existing Charitable Gift fund the beneficiary of the proceeds of an insurance policy, RRIF, RRSP or bequest in a Will?

Looking to make an additional contribution to an existing Charitable Gift Fund?

Additional Contribution Flex form.

Looking to make or change a grant recommendation on your Charitable Gift Fund?

If you are a Donor NOT working with a Professional Advisor, wanting to make a gift-in-kind to create or make an additional contribution to a Charitable Gift Fund.

Looking for more detailed information about the Charitable Gift Fund Program run by the Foundation?