How to Give – It’s about You

You contribute your time, your talent, and your treasure in so many ways. Your legacy is already being created by how you give of yourself.

Now you want to give a financial contribution. Thank you!

The Foundation offers a full range of gift-giving options. Establishing a fund is simple and often provides significant tax benefits. Of course, a donor may always make a contribution to the Oakville Community Foundation without establishing a fund. Please contact Sarah McPherson, Director, Philanthropy and Communications, 905-844-3562 ext 302, for more information.

Donate Online

Online donations may now be made directly to funds held by the Oakville Community Foundation. Our new online system provides a safe and secure environment through which donors may make a donation. Simply click on the Donate button that appears at the top of each web page. This will open the online donation system where you will have the option to search the name of the fund to which you wish to donate or select a fund from the list of featured funds. You will then be prompted through the rest of the donation process. Electronic receipts for donations of $20 or more will be provided by email. Donors who make monthly donations will receive a receipt for the full amount at the end of the year.

If you require any assistance with this facility, please contact us at 905-844-3562/ info@theocf.org

Make a Gift of Securities

To donate securities, please complete this Stocks Securities Donation Form describing the securities you wish to donate. In order for us to ensure that your generous gift of securities is received and receipted as quickly as possible, we request that you forward the share transfer form to your investment advisor. Please note that you will need to sign the form, provide the name of the fund to which you are making the gift, and specify whether the gift is endowed or flow-through.

We then ask that your investment advisor to contact Sarah McPherson directly to notify us of your gift.

Once we have received the form we can follow up with your advisor if there is any delay or question with respect to the receipt of the shares into our account. The value of your gift and receipt is determined as the end-of-day value the day the shares are received into our account.

Donate to an Existing Fund Through the United Way

It’s very easy to donate to your fund, or any other Community Foundation fund, through your United Way contribution. It is crucial, however, that the name of the fund is highlighted on your pledge form in order to make it clearly identifiable. With the high volume of information that the United Way is processing at this time, we strongly advise that you email Sarah@theocf.org a copy of your pledge form so that we are able to follow up in case of any confusion. Standard United Way administration fees will be deducted from the gift before it is transferred to us.

Year-end Donation Deadlines

Gifts by Cheque
If you wish to receive a same-year tax receipt, please ensure that your cheque is mailed (and postmarked) no later than December 31. Please make cheques payable to the Oakville Community Foundation, specifying the name of the fund in the memo field.

Gifts by Credit Card (via Internet)
Make online gifts before midnight (EST) on December 31.

Gifts of Securities
When making gifts of publicly-listed securities, all forms must be received no later than December 19* in order to ensure that final ownership of the securities is transferred to The Foundation by December 31. Please also complete and send us the Direction to Gift Shares form by the same date.

*Please check with your broker regarding h/her holiday hours.

Making a Permanent Gift – Setting Up A Fund

You’re ready to take the next step to create a Charitable Fund for your family that can continue to support the causes you care about for generations to come. And, it’s easier and more affordable than you think.

With a one-time contribution or a monthly plan, you can join with others in Oakville who are coming together to be a part of a community of philanthropists. By establishing a Fund at The Oakville Community Foundation, you get to design your philanthropy around your interests, be part of a community of like-minded folks, and help direct the priorities of The Foundation itself.

A Charitable Fund at the Oakville Community Foundation is more than a Donor Advised Fund, it’s connection to the charities and philanthropists making a difference here at home and beyond.

The Oakville Community Foundation currently works with more than 200 individuals, families, and charities. We steward over $100 million in assets and we can help ensure that the charitable dollars you invest are having the impact you want in the communities you care about.

 

Where do you want to start?