• Endowment and Long-term funds
• Fundraising Support
• Information for Grant Seekers

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Endowment and Long-term funds

Plant a seed for the long-term sustainability of your organization

Endowments can serve as the focal point for charitable fundraising and planned giving campaigns and are an ideal way for a charitable organization to build and protect long-term secure assets.

However, you may not have the manpower or resources to manage gifts and bequests in-house. Establishing an endowment fund at Tides will allow you to focus on your core programs, freed from all endowment-related reporting and filing obligations. Endowments can be started with a single donor’s gift, or grown with a “planned giving” initiative that encourages long-term gifts from multiple donors through bequests to your charity’s endowment.

If properly planned, an endowment can:

• bring more resources to fulfill your organization’s mission;
• provide income to help fund core expenses often overlooked in project funding;
• diversify income;
• encourage increased support from current funders;
• attract inter-generational transfer of wealth through planned giving.
• promote long-term organizational financial planning;
• strengthen your organization, enabling increased attention to achieving long-range program objectives;
• be a catalyst for your charity’s strategic and organizational changes

Tides can provide support for endowment and bequest planning and can help explain the value of endowments to your donors, staff, volunteers and board members.

Endowment management that aligns with your charity’s mission

Tides Canada Foundation’s Socially Responsible Investment Policy

Harmonizing the way your charitable dollars are invested with the mission that drives our work is an integral part of social change.

All endowed funds at Tides are invested only in businesses and institutions whose practices are consistent with our mission for environmental sustainability and positive social change.

We strive to ensure that our investments do not contravene the work and mission of our charity partners, donors, and grant recipients.

Open a long-term fund

Long-term funds are designed to realize the benefits of an endowed investment while still providing some flexibility in allowing access to the principal of the fund.

With long-term funds there is no 10-year hold on the principal. Unlike an endowment fund, both the earnings and the principal may be granted.

Recommended Read:

Information on Endowments (PDF, 250kb)