{"id":472,"date":"2017-05-18T22:37:10","date_gmt":"2017-05-19T02:37:10","guid":{"rendered":"https:\/\/philanthropieoutaouais.com\/how-to-invest\/"},"modified":"2026-03-13T09:25:03","modified_gmt":"2026-03-13T13:25:03","slug":"how-to-invest","status":"publish","type":"page","link":"https:\/\/philanthropieoutaouais.com\/en\/how-to-invest\/","title":{"rendered":"Create a Fund"},"content":{"rendered":"

[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|tablet” next_background_color=”#FFFFFF” admin_label=”Header” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#c8f2d1″ use_background_color_gradient=”on” background_color_gradient_direction=”90deg” background_color_gradient_stops=”rgba(0,0,0,0) 0%|#e6ede6 65%” background_color_gradient_overlays_image=”on” background_color_gradient_start=”rgba(0,0,0,0)” background_color_gradient_start_position=”50%” background_color_gradient_end=”#92a5ab” background_color_gradient_end_position=”50%” background_image=”https:\/\/philanthropieoutaouais.com\/wp-content\/uploads\/2025\/02\/pexels-thirdman-5684382-scaled-e1738850720928.jpg” background_position=”top_left” min_height=”575px” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” height=”220px” height_tablet=”” height_phone=”” height_last_edited=”on|tablet” max_height=”421px” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_padding=”||0px||false|false” custom_padding_tablet=”||180px||false|false” custom_padding_phone=”||100px||false|false” bottom_divider_style=”slant” bottom_divider_height=”10vw” global_colors_info=”{%22gcid-af512a5f-530a-4e80-bfc4-3632d9174c8b%22:%91%93,%22gcid-b593ef39-6aba-4318-8d2d-133b31113704%22:%91%93}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.20.4″ _module_preset=”default” min_height=”298px” min_height_tablet=”” min_height_phone=”” min_height_last_edited=”on|tablet” height=”462px” height_tablet=”” height_phone=”” height_last_edited=”on|tablet” max_height=”938px” max_height_tablet=”” max_height_phone=”” max_height_last_edited=”on|tablet” custom_margin=”-35px||||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”10%||8vw||false|false” custom_padding_tablet=”0vw||0vw||true|false” custom_padding_phone=”” custom_padding_last_edited=”on|tablet” global_colors_info=”{}”][et_pb_divider color=”#000000″ divider_weight=”5px” _builder_version=”4.16″ _module_preset=”default” max_width=”50px” custom_margin=”||0px||false|false” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.20.4″ _module_preset=”b3e3ff14-5f5c-4608-8ecf-1885ce3da7aa” header_font=”DM Serif Display||||||||” header_text_color=”#000000″ header_font_size=”70px” header_line_height=”1.1em” header_4_font=”|||on|||||” max_width=”900px” custom_margin=”||10px||false|false” header_font_size_tablet=”40px” header_font_size_phone=”24px” header_font_size_last_edited=”on|desktop” locked=”off” global_colors_info=”{}”]<\/p>\n

Outaouais Philanthropy Foundation<\/h4>\n

Create a Fund<\/h1>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/philanthropieoutaouais.com\/wp-content\/uploads\/2025\/01\/estate-planning-53.png” title_text=”estate-planning-53″ align=”right” align_tablet=”center” align_phone=”” align_last_edited=”on|tablet” _builder_version=”4.20.4″ _module_preset=”default” width_tablet=”40%” width_phone=”” width_last_edited=”on|tablet” module_alignment=”right” custom_margin=”-40%||-24%||false|false” custom_padding=”||3px|||” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ next_background_color=”#e0e7df” admin_label=”Services” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#FFFFFF” background_image=”https:\/\/philanthropieoutaouais.com\/wp-content\/uploads\/2025\/02\/estate-planning-07-copy4.png” custom_padding=”||273px|||” bottom_divider_style=”slant” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.20.4″ _module_preset=”90865f4d-2cce-42a7-b40e-d3fbad25605a” header_2_font=”DM Serif Display||||||||” header_2_text_color=”#000000″ header_2_font_size=”48px” header_2_line_height=”1.2em” text_orientation=”center” max_width=”700px” module_alignment=”center” custom_margin=”||10px||false|false” header_2_font_size_tablet=”32px” header_2_font_size_phone=”20px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

Types of Funds<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.20.4″ _module_preset=”da86b6f0-f83c-4c7c-bdd8-3019777ddffe” text_font=”Josefin Sans||||||||” text_text_color=”#000000″ text_font_size=”16px” text_line_height=”1.6em” text_orientation=”center” max_width=”500px” module_alignment=”center” text_font_size_tablet=”15px” text_font_size_phone=”14px” text_font_size_last_edited=”on|desktop” locked=”off” global_colors_info=”{}”]<\/p>\n

Here are different types of funds you can create.<\/h3>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.20.4″ _module_preset=”default” locked=”off” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.20.4″ _module_preset=”default” background_color=”#FFFFFF” custom_padding=”20px|20px|40px|20px|false|true” border_radii=”on|15px|15px|15px|15px” box_shadow_style=”preset2″ box_shadow_horizontal=”15px” box_shadow_vertical=”42px” box_shadow_blur=”60px” box_shadow_spread=”-10px” box_shadow_color=”rgba(0,0,0,0.08)” global_colors_info=”{}”][et_pb_image src=”https:\/\/philanthropieoutaouais.com\/wp-content\/uploads\/2025\/01\/estate-planning-icon-contained-4-1.png” title_text=”estate-planning-73″ align=”center” _builder_version=”4.16″ _module_preset=”default” background_image=”https:\/\/philanthropieoutaouais.com\/wp-content\/uploads\/2025\/01\/estate-planning-73.png” custom_padding=”70px|20px|70px|20px|true|true” border_radii=”on|100px|100px|100px|100px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.20.4″ _module_preset=”94303537-339d-484d-8204-fdaf972d663a” header_font=”||||||||” header_3_font=”DM Serif Display||||||||” header_3_text_color=”#000000″ header_3_line_height=”1.3em” text_orientation=”center” custom_margin=”||5px||false|false” custom_padding=”||||false|false” header_3_font_size_tablet=”20px” header_3_font_size_phone=”16px” header_3_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

Funds Created by Individuals and Businesses<\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=”4.20.4″ _module_preset=”da86b6f0-f83c-4c7c-bdd8-3019777ddffe” text_font=”Josefin Sans||||||||” text_text_color=”#000000″ text_line_height=”1.6em” text_orientation=”center” text_font_size_tablet=”15px” text_font_size_phone=”14px” text_font_size_last_edited=”on|desktop” locked=”off” global_colors_info=”{}”]<\/p>\n

Discover the types of funds created by individuals and businesses:<\/p>\n

[\/et_pb_text][et_pb_button button_url=”#individus” button_text=”I wish to start a fund” button_alignment=”center” _builder_version=”4.20.4″ _module_preset=”3dd0cf59-7a66-46ea-997f-6519df54f8b1″ custom_button=”on” button_text_size=”14px” button_text_color=”#00a850″ button_bg_color=”RGBA(0,0,0,0)” button_border_width=”2px” button_border_color=”#00a850″ button_border_radius=”50px” button_letter_spacing=”2px” button_font=”Josefin Sans||||||||” button_icon=”$||divi||400″ custom_padding=”16px|40px|16px|40px|true|true” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” background_color=”#FFFFFF” custom_padding=”20px|20px|40px|20px|false|true” border_radii=”on|15px|15px|15px|15px” box_shadow_style=”preset2″ box_shadow_horizontal=”15px” box_shadow_vertical=”42px” box_shadow_blur=”60px” box_shadow_spread=”-10px” box_shadow_color=”rgba(0,0,0,0.08)” global_colors_info=”{}”][et_pb_image src=”https:\/\/philanthropieoutaouais.com\/wp-content\/uploads\/2025\/01\/estate-planning-icon-contained-6-1.png” title_text=”estate-planning-icon-contained-6″ align=”center” _builder_version=”4.16″ _module_preset=”default” background_image=”https:\/\/philanthropieoutaouais.com\/wp-content\/uploads\/2025\/01\/estate-planning-73.png” custom_padding=”70px|20px|70px|20px|true|true” border_radii=”on|100px|100px|100px|100px” locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.20.4″ _module_preset=”94303537-339d-484d-8204-fdaf972d663a” header_font=”||||||||” header_3_font=”DM Serif Display||||||||” header_3_text_color=”#000000″ header_3_line_height=”1.3em” text_orientation=”center” custom_margin=”||5px||false|false” custom_padding=”||||false|false” header_3_font_size_tablet=”20px” header_3_font_size_phone=”16px” header_3_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n

Funds Created by Organizations<\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=”4.20.4″ _module_preset=”da86b6f0-f83c-4c7c-bdd8-3019777ddffe” text_font=”Josefin Sans||||||||” text_text_color=”#000000″ text_line_height=”1.6em” text_orientation=”center” text_font_size_tablet=”15px” text_font_size_phone=”14px” text_font_size_last_edited=”on|desktop” locked=”off” global_colors_info=”{}”]<\/p>\n

If you are considering opening a fund for an organization, here is some additional information to guide you.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”#organizations” button_text=”I wish to start a fund” button_alignment=”center” _builder_version=”4.20.4″ _module_preset=”3dd0cf59-7a66-46ea-997f-6519df54f8b1″ custom_button=”on” button_text_size=”14px” button_text_color=”#00a850″ button_bg_color=”RGBA(0,0,0,0)” button_border_width=”2px” button_border_color=”#00a850″ button_border_radius=”50px” button_letter_spacing=”2px” button_font=”Josefin Sans||||||||” button_icon=”$||divi||400″ custom_padding=”16px|40px|16px|40px|true|true” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”FAQ” module_id=”individuals” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#e0e7df” global_colors_info=”{%22gcid-0ce8a763-63f9-4b73-a0c5-972528f981a1%22:%91%93}”][et_pb_row column_structure=”1_3,2_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.20.4″ _module_preset=”90865f4d-2cce-42a7-b40e-d3fbad25605a” header_2_font=”DM Serif Display||||||||” header_2_text_color=”#000000″ header_2_font_size=”48px” header_2_line_height=”1.2em” custom_margin=”||10px||false|false” header_2_font_size_tablet=”32px” header_2_font_size_phone=”20px” header_2_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n

Funds Created by Individuals<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.20.4″ _module_preset=”default” text_font=”Josefin Sans||||||||” text_text_color=”#000000″ global_colors_info=”{}”]<\/p>\n

Please do not hesitate to <\/span>contact us<\/a> to further explore which option would be most advantageous for you and for the community as a whole.<\/em><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_accordion open_toggle_background_color=”RGBA(0,0,0,0)” closed_toggle_background_color=”RGBA(0,0,0,0)” icon_color=”#000000″ use_icon_font_size=”on” _builder_version=”4.20.4″ _module_preset=”default” toggle_text_color=”#000000″ toggle_font=”DM Serif Display||||||||” toggle_font_size=”22px” body_font=”Josefin Sans||||||||” body_text_color=”#000000″ custom_padding=”||||false|false” toggle_font_size_tablet=”20px” toggle_font_size_phone=”16px” toggle_font_size_last_edited=”on|phone” body_font_size_tablet=”15px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_width_all=”0px” border_color_all=”rgba(0,0,0,0.12)” border_width_bottom=”1px” global_colors_info=”{%22gcid-af512a5f-530a-4e80-bfc4-3632d9174c8b%22:%91%93}”][et_pb_accordion_item title=”Scholarship funds” open=”off” _builder_version=”4.20.4″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

The donor earmarks the revenue from their funds to be put towards scholarships to help students meet their academic goals. The donor decides upon specific criteria for eligibility.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Community funds” _builder_version=”4.20.4″ _module_preset=”default” global_colors_info=”{}” open=”off”]<\/p>\n

The donor gives the foundation the onus to determine which issues are most important to the community and to follow the evolution of the needs in each sector. The donor can rest assured that their contribution will benefit the community as a whole.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Designated funds” _builder_version=”4.20.4″ _module_preset=”default” global_colors_info=”{}” open=”off”]<\/p>\n

This type of fund allows donors to identify the charities which will automatically and in perpetuity, benefit from the funds established by their donations. Should one of the designated charities cease operations, the funds will be reallocated to an organization with a similar mission.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Donor-Advised Funds” _builder_version=”4.20.4″ _module_preset=”default” global_colors_info=”{}” open=”off”]<\/p>\n

Donors can recommend which charitable organizations should receive what amount from their funds, leaving the burden of financial and administrative management to Outaouais Philanthropy. The donor can make the recommendation themselves or name a proxy to do so.<\/span><\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Field-of-interest Funds” _builder_version=”4.20.4″ _module_preset=”default” global_colors_info=”{}” open=”off”]<\/p>\n

By choosing this option, donors can direct the funds to a field of particular interest to them, for example, social services, arts or environment.<\/span><\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Share donations or donations of titles to accrue value” _builder_version=”4.20.4″ _module_preset=”default” global_colors_info=”{}” open=”off”]<\/p>\n

By donating shares or titles that will accrue value, the donor avoids paying taxes on capital gains and immediately receives an official receipt with the market value of the shares or titles donated.<\/span><\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Bequests” _builder_version=”4.20.4″ _module_preset=”default” global_colors_info=”{}” open=”on”]<\/p>\n

In their will and testament, the donor can plan a donation or bequest part of their estate to the Outaouais Philanthropy Foundation, and in some cases, benefit from a substantial reduction in inheritance tax.<\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Life insurance” _builder_version=”4.20.4″ _module_preset=”default” global_colors_info=”{}” open=”off”]<\/p>\n

The donor can designate Outaouais Philanthropy as the beneficiary of part or all of the proceeds of a life insurance, thus reducing inheritance tax, or even make Outaouais Philanthropy the holder of the policy and immediately receive an official receipt for tax purposes equivalent to the cash value of the policy.<\/p>\n

With one notable exception, any gift, including gifts of real estate, can be used to establish a fund with Outaouais Philanthropy. The only exception: annuities because they constitute a debt. In Canada, public foundations are not permitted to accept such debt obligations.<\/p>\n

[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”FAQ” module_id=”organizations” _builder_version=”4.20.4″ _module_preset=”default” background_color=”#e0e7df” global_colors_info=”{%22gcid-0ce8a763-63f9-4b73-a0c5-972528f981a1%22:%91%93}”][et_pb_row column_structure=”1_3,2_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.20.4″ _module_preset=”90865f4d-2cce-42a7-b40e-d3fbad25605a” header_2_font=”DM Serif Display||||||||” header_2_text_color=”#000000″ header_2_font_size=”48px” header_2_line_height=”1.2em” custom_margin=”||10px||false|false” header_2_font_size_tablet=”32px” header_2_font_size_phone=”20px” header_2_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n

Funds Created by Organizations<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.20.4″ _module_preset=”default” text_font=”Josefin Sans||||||||” text_text_color=”#000000″ global_colors_info=”{}”]<\/p>\n

Please do not hesitate to <\/span>contact us<\/a> to further explore which option would be most advantageous for you and for the community as a whole.<\/em><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_accordion open_toggle_background_color=”RGBA(0,0,0,0)” closed_toggle_background_color=”RGBA(0,0,0,0)” icon_color=”#000000″ use_icon_font_size=”on” _builder_version=”4.20.4″ _module_preset=”default” toggle_text_color=”#000000″ toggle_font=”DM Serif Display||||||||” toggle_font_size=”22px” body_font=”Josefin Sans||||||||” body_text_color=”#000000″ custom_padding=”||||false|false” toggle_font_size_tablet=”20px” toggle_font_size_phone=”16px” toggle_font_size_last_edited=”on|phone” body_font_size_tablet=”15px” body_font_size_phone=”14px” body_font_size_last_edited=”on|phone” border_width_all=”0px” border_color_all=”rgba(0,0,0,0.12)” border_width_bottom=”1px” global_colors_info=”{%22gcid-af512a5f-530a-4e80-bfc4-3632d9174c8b%22:%91%93}”][et_pb_accordion_item title=”How this could benefit your organization:” open=”on” _builder_version=”4.20.4″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n