Opening A Fund

Why Open a Fund

You can establish a fund:

• to remember a loved one
• to mark an anniversary, wedding, bar/bat mitzvah or birthday
• to honour an individual
• to ensure a strong community for future generations

Once your fund is established, contributions can be made by you, your family and friends by contacting our office or online. Donations to a fund can also be made through our Tribute Card Program.

You can allocate the income of your fund for the benefit of the entire community.  You have the control to decide which organizations will receive what portion of the income from your fund.

How to Establish a Fund

A Fund can be created within the OJCF with a minimum endowment of $1000 in cash, stock, real estate or other property (or only $250 for a bar/bat mitzvah fund).  

Benefits of Establishing a Fund

• You can allocate the income of your Fund for the benefit of the entire community
• A Fund with the OJCF provides you with the opportunity to realize significant tax benefits  
• You receive a tax receipt for the full amount of your gift to establish your Fund
• Contributions can be made to your Fund by you and your family and friends at any time  
• Contributions made to your fund are 100% tax receiptable
• Your Fund allows you to become an active participant in your charitable giving as you decide which organizations will receive what portion of the income from your Fund
• Your Fund is a stress-free investment to your community as your Fund is professionally and securely invested by the OJCF

Funds Are Established By:

• Individuals and families in their name(s) or in the name of a loved one(s)
• Groups of people in the name of a person they wish to honour
• Organizations and agencies to finance general needs or specific projects

You Can Get Started Today and join the many others who have established funds by using cash or other assets, such as real estate and stocks to make a donation.

We invite you to learn more about our planned giving options so you can select the right fund for you. You'll be pleased to learn how quick and easy it is to get started.  Contact us today to review your legacy options - legacy@ojcf.ca.