Donor Assessment Form V2 (single page)

Create Your Giving Plan

Thank you for your interest in giving through the Parksville Qualicum Community Foundation (PQCF). Your answers will help us understand your charitable goals and tailor options that best match your vision for impact in our community.

Step 1: Giving Preference

How would you like your giving to create impact?

Support an existing community fund

Create my own named fund

Leave a gift in my will or estate

Give today to an area of greatest need

I’m exploring options and would like to discuss

Step 2: Donation Type

What type of donation are you considering?

Immediate gift (one-time or recurring)

Legacy or planned gift (through my will or estate)

Donation of securities

Donation of real estate or other assets

Transfer of an existing fund or family foundation

I’m not sure — I’d like to learn more

Step 3: Fund Type

Which type of fund aligns best with your charitable goals?

Community Fund – Supports the most pressing needs and opportunities in our region each year.

Donor Advised Fund – Recommend annual grants to the charities and causes you care about.

Designated Fund – Support one or more specific charities in perpetuity.

Field of Interest Fund – Focus your giving on an area such as arts, environment, or youth.

Scholarship or Bursary Fund – Provide educational support to local students.

Agency Fund – Created by or for a charitable organization to provide a sustainable, long-term source of annual funding for its own work.

Impact Fund – Flexible resource that helps PQCF respond to emerging needs and opportunities.

I’m not sure — please guide me through the options.

Step 4: Fund Structure

How would you like your fund to operate over time?

Endowed Fund – The principal is invested forever, and annual earnings are granted to community causes.

Spend-Down Fund – Designed to be fully granted out over a set period (e.g., 5–20 years).

Flow-Through Fund – Provides immediate impact through short-term granting.

Combination or undecided – I’d like to discuss what structure best fits my goals.

If ‘other’ focus area, please specify:

Step 6: Choice of Charities

Would you like to support any specific charities through your fund?

Yes

Not sure

If yes, please list the organizations or programs you’d like to support:

Step 7: Personalize Your Fund

Would you like to name your fund?

Yes

Not sure

If yes, what name would you like?

Recognition Preference

How would you like your giving to be recognized?

Publicly, using donor and fund name(s)

Fund name only

Anonymous

Step 8: Donation Amount

How much would you like to contribute or pledge?
A new fund can begin as an Emerging Fund with a gift of $1,000 or more and becomes active once it reaches $10,000.

Less than $1,000

$1,000 – $5,000

$10,000 – $25,000

More than $25,000

I plan to leave a future gift through my will, estate, or insurance policy

Step 9: Vision and Preferences

Please share your vision for the impact you hope to create through your giving:

If you have any preferences or conditions on how your gift is used, please note them here:

Step 10: Consider Supporting PQCF

Would you consider allocating a portion of your donation to help the Foundation grow its capacity and reduce fees for all funds?

Yes, I’d like to support PQCF’s operations or Operating Endowment

Not at this time

Step 11

Additional Considerations

How did you hear about PQCF?

Would you like to involve your family or professional advisor in the process?

Yes

Maybe later

Would you like to receive our newsletter and community updates?

Yes

Step 12

Your Contact Information

First Name

Last Name

Phone/Mobile

Preferred method of contact:

Phone

Either

Preferred next step:

Schedule a meeting

Request more information

No follow-up needed at this time