Faqs

None. Aside from occasional grants and support of our fundraising events, we do not receive any core funding from municipal, provincial or federal governments. 

In keeping with our Investment Policy, our current asset mix is 25% fixed income, 55% equity and 20% alternative investments. Click here to learn more about our Investment Committee and to link [...]

Yes. Working with our investment advisors, BNY Mellon Wealth Management, we work with several managers to pool all of our funds to maximize the potential for earned income. 

Based upon the capital in the fund, a modest fee is charged by Burlington Foundation to recover the administration and investment management. The annual management fee is currently 1.75% and can [...]

Your friends and family can be involved during your lifetime and after. You can designate one or more people to participate in on-going fund decisions. By inspiring and rallying friends and [...]

You can be as involved as you wish—and determining the type of fund you wish to set up plays a big part in that involvement. As well, the Foundation’s staff team can direct the available earned [...]

The sooner your fund reaches $25,000 and generates income, the sooner you will be able to grant. The Foundation can provide you with one-on-one support so you can start growing your fund through [...]

Once the fund reaches a capital balance of $25,000 and is generating income, you can consider granting. A spending amount is calculated annually for each fund in accordance with the Foundation [...]

Burlington Foundation staff will provide ideas, advice and support to help you start your fund and continue to grow your fund through third-party fundraising and other activities. Your fund will [...]

Gifts can be given in many forms including through life insurance and stocks, as well as by leaving a bequest in your will.