If you’ve decided to become a Fundholder, we can’t thank you enough for your generosity! We’re here to help you in any way we can. Giving back to our local community by supporting the causes that are important to you will have a tremendous impact both now, and in the future.
In some of our previous blogs, we’ve outlined just a few of the myriad of ways you can start and contribute to a Fund at the Oakville Community Foundation. But, believe it or not, a lot of our Fundholders haven’t actually told us what they want for the future of their Fund.
As you started on your journey to create a Fund with The Foundation, you have probably asked yourself many questions. Perhaps you’ve had long discussions with family and loved ones, spoken to your Financial Advisor, or have researched specific issues in our community that you want to support. These are incredibly important steps, as this will not only help you determine the decisions that are right for you, but it will also help to define the legacy that you wish to leave after you’re gone.
Communicating your plans and wishes for the future of your Fund to us is critical. This ensures that your gift is maintained and used in the ways that you want, and is an incredibly important part of creating your Fund with us.
Whether you are a brand new Fundholder, or someone who has held a Fund with us for a long time, giving us the direction we need to look after your wishes is something you should take the time to review now so that it’s not left to others to decide for you.
To help you give us this direction, visit our page on Starting a Fund. This will help you to define your Fund’s future planning, choices, preferences, and priorities.
If you need assistance defining your philanthropic plan, don’t hesitate to contact firstname.lastname@example.org
For more information, check out our page on starting a Fund here.
Be sure to check out the rest of our Estate Planning Series.