When you leave your legacy with Oxford Community Foundation (OCF), you become part of something bigger… part of something better. You connect at a deeper level with your community. You leave a lasting impression in this place you call home. You join a group of caring citizens who are building a better community for our children’s children. That’s the power of Legacy Giving.
You can establish a funds in your name or in memory of a loved one during your lifetime or through a bequest in your Will.
Establishing a Fund with OCF is easy and effective. We will help you determine which type of fund best fits your needs and work with you to set up an agreement incorporating:
- your charitable interests,
- your time horizon,
- your degree of involvement, and
- your fund naming (anonymous or named)
Once the fund reaches the specific fund type minimum, annual granting can support any registered charity or other qualified donee as defined by the Canada Revenue Agency in Oxford County.
See below for a listing of fund types and examples of current funds within each category.
For more information on establishing a Fund, please contact Louise Wardrop, Executive Director, at 226-667-6404 or email lwardrop@oxfordcommunityfoundation.org
Fund Types
COMMUNITY FUND
Your gift is used to meet ever-changing community needs and priorities, including those that may not even be known at the time you made your gift. OCF evaluates all aspect of our community well-being – arts and culture, environment, health and social services, youth and more. Your trust in OCF makes it possible for us to make decisions in response to our community’s most pressing needs and priorities. The minimum gift required to set up an Unrestricted Named Community Fund is $10,000.
Alabastine-Wilkinson Fund
Doug & Yvonne Eckel Fund
Henning Hansen Memorial Fund
Joland Family Fund
Founders’ Circle Fund
Builders’ Circle Fund
DONOR ADVISED FUND
You or your named successor can make choices with OCF annually about which charities and initiatives in Oxford County you wish to support. The minimum gift required to set up a Donor Advised Named Fund is $50,000.
B&R George Cultural Fund
The Lessif Family Fund
Stevens Fund
Ken & Lynda Whiteford Fund
DONOR DESIGNATED FUND
With a minimum donation of $25,000, a donor may designate specifically the charitable causes that they wish to support. In the future, should the named causes no longer exist, the Foundation is bound to ensure that the original intent of the donor is met.
Dr. I Patricia Brown Memorial Fund
Ross & Fran McElroy Fund
Frank & Marion Smith Fund
FIELD OF INTEREST FUND
You identify your area(s) of interest when you establish your Fund. OCF Grants Committee makes the decisions about which organizations to support based on interests identified by you. The minimum gift required to set up a Field of Interest Fund is $10,000.
Environmental Fund
Hawkins Family Memorial Fund
Oxford Manufacturers for Skill Development Scholarship Fund (OMSD)
Lorna & George Roberts Bursary Fund
Pat & Barry Smith Family Bursary Fund
AGENCY FUND
Charitable organizations can establish an endowment fund to provide a permanent source of funding for their organization. Donors who wish to leave a legacy to their favourite charity benefit from knowing a trusted organization is managing their Fund so the charity can concentrate on its community mission.
CAS of Oxford County Fund
Operation Sharing Fund
EMERGING FUND
Donors are welcome to create an emerging fund with an initial donation and a plan to reach the minimum required to achieve the threshold of one of the funds mentioned above.
Dawn Dennison Family Donor Advised Fund
THE BUILDERS’ CIRCLE is an ongoing initiative seeking fifty Community Champions to donate $2,000 or more to build a fund of at least $100,000 to help grow our Community Fund. The Community Fund is the backbone of any Community Foundation. This fund has no restrictions and the investment income from this fund is available for the Grants Committee to use to address pressing needs in our community. Builders’ Circle member names will be added to a new section of the plaque that hangs outside of the Council Chambers of Oxford County, and will perpetually be identified as a member of the Builders’ Circle in our annual reports.
Leaving legacies with impact. 