FOR CHARITIES

Grow your organization

Agency Endowments provide an ongoing source of revenue for your organization

Grow your financial sustainability by establishing an Agency Fund with First West Foundation. Working with us makes it easy to begin and manage, as we look after the administration and investment of your fund. Your Agency Fund is a compelling way for your donors to support your organization. They can make a donation now or in the future as a bequest in their will and it lets donors know that your organization is working on a sustainable funding solution.

Getting started

  • Your board of directors decides how much your organization would like to invest long term. The funds can either come from current reserves, an appeal to donors to establish the fund, or by earmarking a percentage of your regular fundraising activities toward the fund.
  • Your organization works with First West Foundation to complete a fund agreement.
  • First West Foundation sets up an Agency Fund in your organization’s name and invests the capital.
  • Your organization and your donors can add to the fund at any time and with any amount.

Once the fund is established, earnings from the fund are distributed back to your organization annually, helping support the good work you do in the community. You’ll receive regular fund statements from First West Foundation, and we handle all the administrative details—including investment management—so your organization can focus on your mission.

Agency Funds with First West Foundation

Select a named endowment to learn more about our Agency partners.

Peter Bell Legacy Fund

This fund was established by the Enderby & District Community Resource Centre Society upon receipt of a bequest from Mr. Bell. The fund generates an annual donation to the Society in support of senior’s programming in Enderby.

SideBySide Children's Village Society Fund

Established by SideBySide Children’s Village Society, the Agency Fund generates an annual grant to support operating costs of the Society.