Accountability
Being accountable to the community we serve is a fundamental value of The Guelph Community Foundation, and the national organization, Community Foundations of Canada, of which we are a member. One of the ways community foundations remain future focused is to create and manage endowment (permanent) funds.

The Guelph Community Foundation pools charitable gifts, large and small, from many donors and invests to create a sustainable source of funding dedicated to making a difference to people's lives. We will steward your gift by investing donations and ensure excellent grants that provide strong impact to a broad range of local charitable organizations. In this way, The Foundation creates a perpetual legacy for generations to come and offers you options to permanently shape your community's future.

investment philosophy
  • Preserve the capital of the fund
  • Maintain income and growth at moderate levels of risk
  • Achieve the granting objectives of The Foundation
  • Recover the costs of managing and administering funds
  • Use an investment style that focuses on long term growth
  • Achieve annual returns with performance benchmarks
(For a copy of our Investment Policy, please contact our office)
 
stewarding your investment
Our financial team and Investment Committee is responsible for managing The Foundation's investments, ensuring your endowment gift performs as well as possible to reap the best returns for grant making. Committee members have considerable experience in wealth management, investments, and stewarding client funds while adhering to The Guelph Community Foundation's robust and prudent policies and protocols. 

Each endowed fund is assessed a share of the investment management fees paid by The Foundation, which is less than 1% of the value of the fund. As the value of The Foundation's total investments increase, this fee decreases. Each endowed fund is also assessed a very modest administration fee which covers legal, audit, accounting, staffing, rent and other overhead costs. Fees associated with flow through gifts and gifts of securities apply. Please contact our office for details specific to your situation.
 
donor bill of rights
Our goal is to be responsive to the donor’s personal, financial and philanthropic objectives. All donors to The Guelph Community Foundation can expect:
  • To be informed of The Foundation’s mission, of the way The Foundation intends to use donated resources, and of its capacity to use donations effectively for their intended purposes.
  • To be informed of the identity of those serving on The Foundation’s Board of Directors, and to expect the Board to exercise prudent judgment in its stewardship responsibilities.
  • To have access to The Foundation’s most recent financial statements.
  • To be assured donor gifts will be used for the purposes for which they were given.
  • To receive appropriate acknowledgement and recognition, with respect to requests for privacy and anonymity.
  • To be assured that information about the donor's gift is handled with respect and with confidentiality to the extent provided by law.
  • To expect that all relationships with individuals representing organizations of interest to the donor will be professional in nature.
  • To feel free to ask questions when making a donation and to receive prompt, truthful and forthright answers.
Annual Rate of Return
2012    6.8%
2011   -0.5%
2010    6.8%
2009   14.9%
2008  -11.9%
2007     0.6%
2006     9.5%
2005    12.8%
2004     9.7%
(10 yr avg 6.2%)
Professional Advisors eResource - Community Foundations of Canada
A free on-line tool kit is available to you, compliments of Community Foundations of Canada. This tool kit offers advisors practical and flexible tools for charitable giving.
 
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