Donor-Advised Funds in Coquitlam

Private donors come to the Coquitlam Foundation for assistance and financial expertise to establish and grow funds that will contribute to the community in a unique and ever-lasting way.

Donor-advised funds make it possible to create a ‘mini-foundation’ without the delay, legal and administrative costs, or the risk, of creating a separate foundation. Fundholders also benefit from the opportunity to access proven financial management and keep expenses down through shared costs. Donor-advised funds may be structured as ‘Family/Memorial’, ‘Agency’, ‘Corporate’ or ‘Specialty’ funds. Funds may be intended to build capital to generate bursary/scholarship funds or grants, or the donor may design a fund that offers both.

With donor-advised (‘restricted’) funds, the donor enters an agreement with the foundation. In the agreement, the donor may¬†stipulate specific uses for the earnings on the fund, subject to final approval by the Coquitlam Foundation Board.

Enquiries about funds or fund-development should be directed to Dwight Yochim, our Executive Director at dyochim@coquitlamfoundation.com

DONOR-ADVISED FUNDS held at this time:

Family/Memorial Funds:

Agency Funds:

Specialty Funds: