Charity Partnership Fund

Cornerstone Academy

You provide a faith-based education to students from kindergarten through to Grade 8. Your vision is to ensure future generations have access to quality education rooted in your values. You need a sustainable financial foundation and have started to build a planned giving program.

Goal: Predictable and Stable Income

Your Path: You open a Charity Partnership Fund with $250,000. 

You work with Abundance Canada to offer strategic gift planning advice, including estate planning presentations for your alumni. This fund becomes the designated landing place for long-term gifts, including bequests, life insurance proceeds, and other planned giving vehicles. Your efforts result in an average of $100,000 in gifts annually for 10 years ($1 million total). 

Why This Matters: 
With the CPF, your donors feel confident in committing legacy gifts knowing that they will be pooled with other gifts and invested through a nationally recognized organization. As your fund grows, you can access income as needed.

You also gain access to estate planning education and donor engagement tools through Abundance Canada’s responsive Generosity and Impact Advisors. 

The Resolution: 
After 10 years, assuming 8% annual investment growth, 1.0% annual fees, and no disbursements, your fund will grow to roughly $2M. From that point forward, the fund will provide nearly $100K annually (and growing) to support your mission.  

Total commitment over 10 years: $1.25 million

Fund value after 10 years: $1.96 million

Annual Cash Flows after 10 years: $98 thousand (and growing)

Grace Community Church

Located in a big, beautiful building in the heart of a large city, you have an ambitious, long-term vision for the future of your church and its role in your community. You’re launching a $5 million capital campaign to update your aging space and expand community programming. You want to be able to offer a variety of planned giving options for your donors and ensure that the funds raised are managed wisely and transparently. 

Your Goal: Investing for growth 

Your Path: You open a Charity Partnership Fund (CPF) with $2 million.  

You use your CPF to hold funds raised during the capital campaign while you wait for renovations and new programming to begin. Over the next five years, you raise the additional $3 million needed, and you keep all funds in your CPF for another five years. You can add new gifts to the CPF and withdraw funds at any time. The returns are expected to be much better than most flexible investment options. 

Your Generosity and Impact Advisor provides strategic gift planning advice and tailored resources to support your donors’ generosity. Throughout the campaign, you can confidently communicate to your donors that their gifts are being stewarded with care. 

Why This Matters: 
The CPF gives your donors confidence that their contributions are being professionally managed and invested for impact.  

You benefit from transparent reporting, flexible access to funds, and a partner who helps you align financial strategy with your mission.  

The Resolution: 
After five years, assuming 8% annual investment growth, 0.8% annual fees, and no disbursements, your fund grows to nearly $6.5 million. Over the next five years, even without any more fundraising, the fund will grow to $8.6M.  

Total commitment: $5 million 

Fund value after five years: $6.5 million ($8.6 million at the 10-year mark)

Pine Ridge Summer Camp

You run a seasonal camp that provides outdoor experiences, leadership development, and spiritual growth for children and youth. While summers buzz with energy, you know facility upkeep is high, and unexpected costs can quickly strain your budget.  

Your goal: Save for the future  

Your Path:
You open a Charity Partnership Fund (CPF) with Abundance Canada. You start with $75,000 from a recently matured GIC. You add $5,000 annually from your general budget for 10 years. Your total investment is $125,000.  

Why This Matters: 
By choosing the CPF, you’re not just saving—you’re investing in your future. Your fund grows, and you retain full access to it when needed.  

You benefit from professional fund management and a trusted partner who understands and is aligned with your mission. 

Plus, you now access an even larger world of generosity through Abundance’s complex gift acceptance capabilities and exposure to our growing network of values-aligned donors and charitable partners.    

The Resolution: 
Over 10 years, your CPF grows steadily. With no disbursements and an average annual return of 8%, your fund reaches nearly $200,000. You now have a financial cushion that can address material financial challenges when needed. 

Total commitment: $125,000 

Fund Value after 10 years: $197,000 and growing