The Winnipeg Foundation already has the services and staff in place to handle all the administrative requirements for a fund. Establishing a fund with us is simple and more cost-effective than establishing a private foundation, where the ongoing administration is typically costly and time-consuming. For more details, read Comparing Three Approaches to Giving [PDF].
We can help you with your research questions, sample language for estate plans and fund agreements, and create a charitable giving plan to meet your clients’ needs. We can also make tailored presentations on family philanthropy and giving strategies, and if requested, would be pleased to personally meet with you and your clients.
We’d love to help discuss gift options and different fund types that best fit your clients’ charitable interests and financial situation, please contact us at 204-944-9474 (toll-free 1-877-974-3631) or email
We work with several investment managers to direct our pooled consolidated trust. The investment objectives for this fund are to protect the purchasing power of contributed capital through capital appreciation and provide an income return to fund charitable activities. For more details, read our Report on Investment Results [PDF].
The Foundation’s administrative fees are the same, regardless of the type of fund a donor establishes. The charges include a 0.5% fee for general administrative costs of a fund, and a fee to cover the actual cost of investment management fees, which combined do not to exceed 1.0%. For more information, see our
The Foundation will work closely with you and your clients to help facilitate planned gifts of all types. We have the expertise to assist with all aspects of charitable giving, including letters of intent around planned gifts. For more information, see
Planned Giving with Your Clients
No. Foundation policy does not allow us to act as an executor. We can work with you and your clients to develop a letter of intent as to how a planned gift will be used. We recommend donors appoint a qualified and capable organization or individual to administer their estate or serve as a trustee. In the case of an annuity, we would recommend working with an insurance company.
The Foundation strongly encourages family philanthropy. We can help you create a philanthropic plan to meet your clients’ priorities and preference with no obligation to establish an endowment fund at the Foundation. There is no fee for this service. For more information, please contact Leslie Weir, Director of Family Philanthropy at 204-944-9474 (toll-free 1-877-974-3631) or email
A letter of wishes is a confidential document to accompany a Will and allows for flexibility. You can contact us on behalf of your client for a personalized example. Email Kathryne Cardwell
, Planned Giving Associate.