Top Resources: Fund Development

Everything you need to know about growing your endowment.

Fund Development focuses on building long term relationships with donors, their advisors, and community organizations and is less driven by short term financial targets. Fund development for a Community Function is not just about raising dollars and growing our own endowment, it also focuses on being a catalyst for philanthropy in our communities, and connecting people to the causes and organizations where they want to make a difference.

Podcast: Talking investment strategy and management for community foundations
In this podcast, Tracey Vavrek of Learning and Network Engagement with Community Foundations of Canada interviews Anum Siddiqui, an Institutional Portfolio Manager at Mawer Investment Management.
Fund Development Resource Guide
This fund development guide is meant to provide information and ideas in a manner that reflects best practices, is adaptable, and is useful. Consideration has been given to the fact that Foundations vary considerably in the mix of volunteers and staff that comprise their leadership.
Fact Sheet: Building Financial Resilience in Uncertain Times
No matter the size, every organization is ultimately a mosaic of the individual histories, experiences, goals, dreams, and visions for the future of its people. This fact sheet aims to highlight some tried and true strategies for building financial resilience in difficult or uncertain economic environments.
FACT SHEET: Creating a fund agreement
This fact sheet discusses the creation of fund agreements and the benefits they bring to community foundations.
Fact Sheet: Making the “Ask” Fund Development
This short fact sheet answers some basic questions that you may be asked about a community foundation and your impact in the community. This document also provides a few simple steps that can help in opening the doors, telling the story, and ultimately getting a second opportunity to continue the conversation.
Webinar: Building Financial Resilience in Uncertain Times
In this session, led by our partner Leith Wheeler Investment Counsel, you will learn how to protect your community foundation’s assets through times of economic uncertainty and recession.
Creating Fund Agreements – Do’s and Don’ts
Join CFC and the experts at Miller Thomson LLP for a practical session on the regulations and operations of fund establishment.
Podcast Transcript: Talking investment strategy and management for community foundations
The following is a transcript of a podcast. Tracey Vavrek, of Learning and Network Engagement with Community Foundations of Canada interviews Anum Siddiqui, an Institutional Portfolio Manager at Mawer Investment Management.
Fact Sheet: Cross-border giving
How can Community Foundations of Canada (CFC) facilitate gifts from U.S. donors into Canada? CFC provides American donors with the opportunity to donate through Friends of Community Foundations of Canada (FOCFC). We are exploring if and how we can accept gifts of securities.
Developing your scholarship, bursary and student award program
Scholarships, bursaries and awards are an important part of many community foundations’ funding cycles. This webinar will review the definitions, considerations and processes in managing these funds and working with educational institutions.