Charitable Assets Under Administration Accounts
As an alternative to GICs and term deposits, the Saskatchewan Community Foundation offers charities and non-profits a specialized and local option for pooled reserve investment.
The Charitable Assets Under Administration program is designed to help grow your cash reserves by pooling funds with our diversified investment portfolio of over $170 Million, offering expert management with higher returns* and lower fees. We are an institutional investor — like a pension plan — for the charitable sector.
Benefits From Economies of Scale
Professional, Expert Management
Expert third-party investment managers apply strategic insights to maximize returns while aligning with our Board-approved investment policy and financial objectives.
Diversified Investments
Our well-balanced investment portfolio reduces exposure to market volatility with 'alternative' investments in infrastructure, real estate, and mortgages.
Access Funds Anytime
Enjoy the flexibility and peace-of-mind knowing that you can withdraw funds at anytime without penalty. There is no holding period and no locked-in term.
Maintain Control Over Funds
Your funds remain under your ownership and are accounted for on your financials. Retain control over your funds without sacrificing growth potential.
Full Transparency
You will receive quarterly financial statements and have access to an online portal that documents contributions and withdrawals from your account.
Low Administrative Fees
The low fees charged by the Community Foundation (ranging from 0.5% to 1.0%) are cost-effective and ultimately go back to support the local charitable sector.
Local Impact
The South Saskatchewan Community Foundation’s CAUA program provides expertise and guidance in managing funds raised through Run Regina’s events.
The diversified investment portfolio reduces market volatility, and the Foundation ensures that our funds are managed responsibly with low administrative fees, growing steadily to support our future initiatives. We have easy access to detailed financial statements through an online portal, which allows us to monitor the performance of our investments.
This partnership allows Run Regina to focus on our mission to engage our community in running and walking experiences that promote the wellbeing of the individual and pride in our community, while knowing their assets are in safe, capable hands—helping to create a lasting positive impact in Saskatchewan.
Cari Bode
Chair of the Run Regina Finance & Audit Committee
The Saskatchewan Archeological Society (SAS) shifted our long-term investments to a Community Foundation in 2018. One was because the rate of return was higher and the fees were lower. More importantly though, we now had the peace of mind that experts were managing our funds and we could be assured they were making informed financial decisions. We are provided easy to understand quarterly reports and we can access our funds when needed, with no penalty. It’s a comfort knowing our funds are being looked after by [a Community Foundation] and the fees are helping to support the non-profit sector.
Dr. Tomasin Playford
Executive Director, Saskatchewan Archeological Society
Getting Started is Easy
1. Connect with us
Start a conversation with our team about the different fund types available to you, as well as the purpose of your fund. We’re always happy to present at Finance Committees and Board Meetings if your organization is wanting more information.
2. Board motion
The Board Motion documents the intentions of your organization to establish a fund or multiple funds with the Community Foundation. Suggested text for the Board Motion can be found below:
[Legal Name of Organization] wishes to establish [Type of Fund or Funds] at the Saskatchewan Community Foundation to support the operations of [Legal Name of Organization]. We approve of and authorize [Name, Title] to finalize the terms of the agreement(s) with the Saskatchewan Community Foundation.
3. Fund establishment
Our team will work with you to finalize the agreement(s), including the name of your Fund, your Fund purpose, and the value of your initial contribution. Once signed by all parties, we will start building your Fund webpage, setting up an online donation page, and giving you access to the Fund Portal.
Did you know we are one of seven Community Foundations within Saskatchewan?
Building partnerships, sharing ideas and working together for Saskatchewan communities. Large or small, we all support building community right where you live. Check out some of the wonderful impact that these foundations do within their communities!
More Information
If you want to learn more about Charitable Assets Under Administration Accounts, our investment portfolio, or how the Saskatchewan Community Foundation can partner with you, email us at legacy@saskfoundation.ca or call 306-751-4756. You can also download our Charity Booklet below.
Stay Connected
Sign up to our email list today to ensure you never miss an opportunity to engage with the Saskatchewan Community Foundation. We will send you updates on how the community is fairing with our Vital Signs reports, invitations to upcoming events, as well as our newsletters released monthly.