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Grizzly Ridge Developments Ltd.9 - 3151 Lakeshore Road, Suite 416Kelowna, BC V1W 3S9

Theresa KarpowichSales ManagerCell: 1.250.469.3173Toll Free: 1.877.469.3173Show Home: 1.250.807.7897Fax: 1.250.807.7953Email: [email protected]

www.grizzlyridgeestates.ca

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Legacy Fund Types

Regional and Community Funds provide maximum exibility in responding to evolving community needs and opportunities over time. After a thorough evaluation by the grants advisory committee, grant distributions from regional and community funds are recommended to the Board for approval.

The Community Foundation of the South Okanagan distributions program

Through its distributions program, the Community Foundation of the South Okanagan is committed to supporting genuine need, by putting seed money in place to nourish opportunities and build on strengths in the communities we serve. This program is the apex of

agencies services are strengthened and the quality of community life is enriched.

Using endowment income, thousands of dollars are distributed each year in two main ways: allocations and grants. Allocations are an amount sent to a charity in accordance with the speci ed terms of a donor s fund agreement. Donors may allocate income from their

c agencies, or participate in the selection of different agencies each year.

The Community Foundation also distributes grants. These are discretionary and allow an independent grants advisory committee to carefully review and prioritize applications before recommending to the board which proposals should receive funding. Income to support these grants comes from an ever-growing group of endowments established by donors who wish to support the broader community and leave speci c granting decisions to the Community Foundation s Board of Directors.

Grants are considered with vision and care to encourage the very best in a broad range of region-wide charitable activities encompassing areas of interest such as arts and culture, social services, sports and recreation, animal welfare, education and the environment.

TogetherFoundation s commitment to connecting people to giving in ways that matters most to them.

Flow Through Funds

The Community Foundation s distribution program also includes the granting of ow through funds. This special program for the distribution of a donation in its entirety is available to fund holders wishing to support their community through our grants program.

A Wide varietyof choices

Field of Interest Funds can be established by donors wishing to support a cause or general area of interest. In keeping with the donor s chosen area of interest, the grants advisory committee researches and evaluates agency proposals and recommends grants for Board approval.

Designated Funds enable donors to support one or more speci c charitable agencies. Income is allocated to the agency, or group of agencies, designated in the fund agreement. Should a designated agency cease operation or signi cantly alter its purpose, allocations are re-directed to an agency with a purpose similar to the original one.

Donor Advised Funds provide donors with the opportunity to be actively involved in distribution of income from their fund. Each year, the Community Foundation contacts these donors for advice on which agency or project meets their current charitable goals. Donor advised funds are considered an attractive, and cost effective, alternative to the establishment of a private foundation.

Scholarship and Bursary Funds are cultivated by donors wanting to help students receive education or training they might not otherwise be able to access. The recipients are chosen by school selection committees and the scholarship or bursary allocation is sent directly to the student s chosen post-secondary institution.

Agency Endowment Funds are established by charitable organizations wanting to cultivate a source of sustained income for their agency. Income is allocated back to the fund holder annually. These open funds may also be contributed to at any time, in any amount, by anyone interested in supporting the charity.

Applying for a Grant

To be eligible for funding from the Community Foundation s distributions program, recipient agencies must be a registered Canadian charity or quali ed donee as de ned by the Income Tax Act. In exceptional circumstances, a grant may be awarded to an agency, acting as a sponsor for an organization, that is not registered but wishes to carry out a charitable activity.

While the generosity of donors may be extended to any charity they choose to allocate income from their fund to, programs offered by grant applicant agencies must be located in, or bene t, a community located within the Regional District of South Okanagan-Similkameen s geographic boundaries.

llment of a need in the communitybuild effective community partnerships, improve organizational effectiveness and demonstrate an ability to continue the project, are encouraged.

nd out when the next grants cycle begins, or who have general inquiries about eligibility, are advised to call the executive manager at 250-493-9311. Please visit our website at www.cfso.net and click on the For Grant Seekers button at the top of our home page.

The Community Foundation s growing funds

Large or small, the seeds for legacy funds have been planted

by generous people wanting to give back to their community.

Some have cultivated a legacy during their lifetime and enjoyed

watching their donations in action as they give back to their

community. Others have achieved their charitable objective after

their lifetime. Each gift is

important and will help meet evolving

community needs and opportunities for generations to come. We

are pleased to present the legacy funds that are currently growing

with the Community Foundation of the South Okanagan.

Regional Legacy Funds include:

Children s Trust Fund, Environmental Legacy Fund

Community Development Funds are currently established for:

Summerland, Penticton & District, Oliver and Osoyoos

Named Community and Field of Interest Funds

have been cultivated by:

The Wood Family, Francis & Marion Kanuit, C

ity of Penticton,

Meiklejohn Family, Ina May Scott, M

. Harmon, HSBC Bank Canada,

1995 BC Summer Games Legacy, 1996 BC Festival of the Arts Legacy,

Rita Fawcett, Summerland Credit U

nion, John & Doreen Wisenden

Named Designated Funds are growing thanks to:

Richard & Rose Cooper, Hugh & Eva Cleland, Penticton Branch

Canadian Federation of University Women, Winkelaar Family, M

arjery

Punnett, Frances Harris, Bob and Frances Garland, Scott &

Helen

Perry, Knights of Pythias Penticton Lodge No. 49, Pat Clarke, Allan

P. Markin, Irvine & Doreen Adams Family, M

arjorie MacLean, Leonard

Futter, Doreen Gaunce - in

memory of Allan, Ramada Inn & Suites

Penticton, 2004 BC Seniors Games Legacy, Trehearne Family,

John Pankiw & Family

Named Donor Advised Funds are yielding results thanks to:

Harold & Irene Myers, Business Gives Back Christmas Auction,

Ron & Debbie Bell, Neil & Shirley Murray and Family, P

enticton Old

Timers Hockey Team, Knights of Pythias Penticton Lodge #49,

South Okanagan Similkameen Conservation Program, Tony & Judy

Lloyd, South Okanagan Boundary Labour Council, Greenwood Forest

Products, Penticton Auto Dealers & Friends Golf Gala,

Okanagan Fest-Of-Ale Society

Agency Endowment Funds entrusted to the Community Foundation

include:

Penticton Public Library, Penticton & District Community Arts Council,

Okanagan College, South Okanagan Similkameen Brain Injury Society,

Okanagan Symphony Society, South Okanagan Women In Need

Society, United Way of the Central and South Okanagan, Families First

Resource Society, South Okanagan Secondary School Enrichment

Fund Society, Friends of the Summerland Research Gardens Society,

The Land Conservancy Okanagan Region

Scientists tell us that 30% of a tree lies underground. That part is called the root: a source of strength, sta-

bility and nourishment. Strong roots mean a healthy tree with green leaves and abundant fru

it for all.

The roots of the Community Foundation of the South Okanagan are strong and deep within the communi-

ties we serve. The fruits of our efforts will bene t residents in communities throughout the Regional District

of Okanagan-Similkameen for generations to come, far into the future.

We celebrate all those who have been touched by the Community Foundation, whether as donors or grant

recipients. But our story is not just about the past; it is also about what is yet to come. As more donations

are received and new legacies are cultivated thanks to generous donors, we will continue to grow and

prosper, enriching the quality of life in all of the communities served toda y, to

morrow and forever!

The Community Foundation of the South Okanagan invites you to become part of the future. Whatever

ects your personal inter-

ests and your commitment to the future for your community.

Establish roots, grow a fund, share your legacy!

Giving

and forever growing

RootsFrom the

of theTree

to the Fruit

Multipage Newsletters

A local Community Foundation is planted

Seeds for a local community foundation were rst planted in the

early 1990 s by a small group of community-minded Penticton

residents. Their vision for the organization, originally established as

the Penticton & District Community Foundation, was to cultivate an

enduring legacy that, with careful tending, would grow over time and

see the quality of community life ourish well into the future.

First to place their trust in the Community Foundation were founding

donors that included the Penticton Rotary Club, City of Penticton,

HSBC Bank Canada and Vancouver Foundation organizations

which collectively gave $200,000. The endowment base grew and

the foundation was able to give back to the community for the rst

time in 1994. That year, a modest $2,600 generated by the early

funds was shared among six charitable agencies.

Branching OutIn the late 1990 s, interest in the Community Foundation grew

and the mandate was expanded to encompass all communities

throughout the Regional District of South Okanagan-Similkameen.

Our name was changed to the Community Foundation of the South

Okanagan and the constitution, bylaws and policies were re-written

to acknowledge the unique identity of all communities in the region.

By branching out, everyone in the region was offered the

opportunity to cultivate, grow and share permanent legacies to

support their own personal charitable objectives.

The Community Foundation of the South Okanagan is now a

living legacyinception, over 60 Funds have been established and, at the close

of 2005, their collective value exceeded $2 million. Over $100,000

is now granted annually, enriching the quality of life in the region by

supporting a broad range of charitable agencies, whose programs

meet a wide variety of evolving needs and opportunities.

Governance and operationsJust as the fruit trees in Okanagan orchards require

careful tending to grow sturdy and stay strong, so too

does the Community Foundation of the

South Okanagan.A volunteer board of 12 community leaders,

representing the broad public interest and diversity of

the region, govern the Community Foundation. Board standing committees include investment, audit,

nominations and grant-making. The board is supported in its work by a part-time executive manager.

To be responsive and accountable to donors, grantees and the communities served, the Community exibility and

inclusiveness, re ecting the clearly articulated values outlined in our vision and mission statements.

High standards of accountability, transparency and stewardship are re ected in all aspects of our work,

in keeping with recommendations from Community Foundations of Canada, our national membership

organization.In keeping its commitment to stewardship of funds entrusted to us, the Community Foundation ensures

cial reports, regularly reviews

Operating costs are kept low in a variety of ways, including: generous donations from businesses

and organizations participating in the Friends of the Foundation program, endowment earnings

from administrative funds, donated of ce space courtesy of TD Canada Trust in Penticton, proceeds

from the annual Penticton Comedy Festival and a modest administration fee charged to funds under

administration that is capped at one per cent.

Establishing roots

TD Canada Trust Logo goes on this page to recognize their

generous contribution of fee of ce space.

Introducing the Community Foundation of the South Okanagan

Communities are the places where citizens develop their commitments and connections, experience a sense of belonging

y, leadership and services, and economic well being. Encouraging our citizens to actively contribute to the places where they live and work is crucial to building sustainable communities.

The people of the Regional District of South Okanagan-Similkameen are generous contributors. Giving back is rooted deeply in our lives and people contribute in many ways: by attending charity events, sponsoring a friend or neighbour in a run or read-a-thon, donating

ce campaigns, responding to mail requests or giving to a door-to-door canvasser.

While all of these ways of giving help support good causes, many people are considering a more strategic and organized approach to making a difference one that has a lasting impact on their community and allows them to achieve their personal charitable goals during, and beyond, their lifetime.

Throughout the region, there is a growing interest in the establishment of legacy endowment funds and in community foundations as a forward-thinking way of supporting community needs and opportunities forever.

Community Foundations in Canada A growing movement

In communities all across Canada, community foundations have established roots and are growing legacies.

Standing apart in the eld of charitable giving, community foundations are dedicated to enriching the quality of community life in speci c geographical areas. They are not charities supporting their own programs, nor do they compete with other agencies for funds. Rather, they pool the charitable gifts of many donors to cultivate and grow permanently endowed legacy funds that provide lasting support for local priorities. The income earned with the permanent funds is distributed to support a broad range of community agencies, while the original investment is left to continue growing over time.

Reaching almost 90% of all Canadians in cities, towns and rural areas across the country, over 150 community foundations have collective assets of $2.3 billion and are among the country s largest grantmakers, contributing $115 million to the widest possible range of community groups. Community foundations are local, responsive, exible and trustworthy. charitable organization or cause, their focus is on what is best for the communities they serve.

The three principle roles of a community foundation are to:

Cultivate and grow permanently endowed legacy funds which are invested wisely for the long-term bene t of the community;

Share the legacies by making effective grants from the investment earnings to seed, nurture and support a broad range of community initiatives;

Provide leadership in their communities by encouraging collaboration among charitable agencies, facilitating learning and convening opportunities for all.

Solidroot stock

It is our great pleasure to introduce you to the Community Foundation of the South Okanagan and to share our story with you.

www.8thgenerationvineyard.com

Wineshop Open: May-Oct 10-6pm or by appointment

6807 Highway 97Summerland, BC“Trout Creek”

Ph: (250)497-1783

Logo Creation& Vector Artwork ReplicationLables

Box 1723,Summerland, BC, V0H 1Z0Ph: (250)[email protected]

Making it Happen!

www.agurlakecamp.ca

Mission StatementAgur Lake Camp Society is a caring organization that provides a barrier-free facility for children and other people with special needs to enjoy nature in a safe and enabling environment along with their families.

Registered Charitiy #85937 3474 RR0001Projected opening date: Summer 2009

Robin Agur and family have generously agreed to lease to the Agur Lake Camp Society, approximately four acres of lakefront property on Agur Lake, located 15 km west of Summerland.

Plans include a lodge, cabins, workshop, playground, fishing dock, baseball field and barrier-free trails. All amenities at the camp will be wheelchair accessible.

FOR MORE INFORMATION CONTACT US:

Become a memberYes, I want to help children with special needs by supporting Agur Lake Camp! Your help and support is needed. Please give generously and allow their dreams to become a reality.

Agur Lake Camp for children and other people with special needs.

Swimming (above ground pool)HikingCampingFishingTrail RidesCamp Fires and much more!

Yearly Memberships$10.00 for individual$100.00 for corporate

Lifetime Memberships$100.00 for individual$250.00 for family (including children up to the age of 19)

The Agur Lake Camp Society will co-ordinate the building and operation of a camp respite facility that will be used by children and other people with special needs. We will offer a safe, barrier-free outdoor experience to those who would not normally be able to attend a camp due to physical, sensory and/or mental challenges.

This facility will be unique for B.C. and be provincially significant. Agur Lake Camp will accept the affected child as well as their family or caregiver to support them. Our program will provide respite to families who may not have access to mainstream accommodation. The lodge and cabins will be equipped with the specialized equipment needed to ensure the safety and comfort of the users.

Activities at Agur Lake Camp!

A camp of this nature is needed for people with disabilities because without this type of support, they are often unable to enjoy the outdoors. Agur Lake Camp will be truly barrier-free and will provide much needed down time for families in difficult circumstances.

Doublesided TwoFold Brochure, Logo creation & Illustration

Join us for live entertainment and a whole lot more!

Open House Saturday November 10

Hourly

Door

Prizes

&Enter

to w

in the

Grand Priz

e Draw

553 Railway Street, Penticton, BC (corner of Channel Parkway & Eckhardt Ave)Phone: (250) 490-2006 ● Email: [email protected] ● www.bcwineinfo.net

Open House Saturday November 10th

Hourly

Door

Prizes

&Enter

to w

in the

Grand Priz

e Draw

Join us November 10th all day for wine and food samples

Wineries on-site pouring Complimentary tastings includes:• Township 7• Dunham & Froese• Noble Ridge• Lang• Mistral• Stonehill• Soaring Eagle • Golden Mile

Sample local culinary offerings from: • Poplar Grove Cheeses • Valentine Farms • Naramustards & Taste of Okanagan Preserves • Gone Crackers and Terra Breads

Book SigningMeet Heidi Noble, local author of “Menus From the Orchard Table” . A great gift idea for you – or your favourite Chef!

• Complimentary Gift Wrapping• Over 400 VQA Wines• Gift Certificates Available• Wine Accessories and Cookbooks• Friendly knowledgeable staff• Now available……. The Breathable Glass

Stop by to meet local artist Will Enns and check out his latest collection of artwork!

Flatsheet InvitationPhotography

REGISTRATION

ABOUT

What to bring to CampSunscreenLunch & SnackWater BottleWater Shoes / Walking ShoesTowel

Paint ClothesSunglassesHatA smileFriendly attitude

Okanagan Falls Parks and Recreation is accepting registration beginning June 19th. Parents, please register your children at least 2 days prior to confirm available space.

www.okfalls.net

80$Full Days / Per Week

50$1/2 Days / Per Week

16$Drop in / Per Day

(all prices per child)

Full days are 9:00am to 5:00 pm - Monday to FridayHalf days are 12:00pm to 5:00pm - Monday to Friday

JULY 4TO

AUG 25

Hey KidsCan’t make camp? Well join us for a Free Day of Fun and Entertainment!

August 11th 200610:00 am - 2:00 pm

Under the Big TopQuit clowning around and join the circus! “Step right up” and try your hand at wacky carnival games. Visit a local dog-training center where flying Fido’s will leap through hoops for us. Walk the tightrope too!

Mystery CapersBring your detective hat this week where you will be solving puzzles and investigating mysteries. Compare fingerprints, analyze handwriting, and use magnifying glasses to examine the smallest pieces of evidence.

Wild about Water Campers will definitely need a beach towel for this high-energy week. Everything from watercolor to water balloons is a part of this SUNsational week. Slip over to Wonderful Waterworld for a slide.

GlobehoppersLet your imagination take you places you have never been. Groove on African drumming and try your hand at crafts and games from around the world.

Mad Scientist It’s electric, it bubbles and fizzes, eww it’s slimy like goo. Everyone likes to make a mess and experiment with zany concoctions.

Eco-FunThis unique swim and fun camp allows participants to explore the natural environment. Check out the rattlesnakes at the Nk’mip Desert Cultural Center and learn about local species of flora, fauna and creepy crawlies.

Houdini’s Magic Mania Ever wonder “how do they do that?” Unmask the secrets of magic tricks and put on a performance in the park that will boggle the eyes.

Gilligan’s IslandImagine you are stranded on a remote jungle island…could you build a raft and float to safety? Watch out for the sharks and sea creatures!

WHAT IS A TYPICAL DAY AT CAMP? Enchanted Adventures is a SUNsational place for unlocking the imaginations of children ages 5-12. Every week has an exciting new theme that will set kids on an imaginary ride through magic kingdoms and mysterious capers.

Have you ever dreamt you were stranded on a jungle island or were a mad scientist with an ooey-gooey laboratory? Through costumes, games and crafts children get a chance to stretch their minds and move their bodies. Zany good times this summer and an opportunity to meet new friends in this safe and semi-structured environment.

Activities Include:• Day Excursions• Drama & Improv• Stories & Songs• Games & Sports• Treasure Hunts• Arts & Crafts• Water Sports and so much more!!

Doublesided One Fold Brochure& Logo creation

Signage

Websites

www.pentictonramada.comwww.naramatabenchlands.comwww.reflectionpoint.cawww.kettlevalleystation.com

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