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Family Funds

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Family Funds, Scholarships & Awards

Rundle’s Family Fund program offers a strategic and sustainable approach to giving, allowing families to support areas that they are passionate about, while moving their families giving priorities forward.

Rundle offers three different types of funds that can be selected based on your goals.

Investor Profile

Rundle Forever Funds Rundle Future Funds Rundle Today Funds
You are seeking to establish a family legacy beyond this generation, and your investment vision can accommodate and withstand market variables and fluctuating returns You are seeking a shorter term impact and would like to spend down your earnings and capital over time (typically within 10 years), or keep the option open to disburse capital in the future. You have tolerance for market variability and fluctuating returns. You want to implement a short-term family philanthropic vision with immediate impact in the community, ideally within two-five years. You are not open to market risk and/or fund growth is not a major concern.

Investment Type

Permanent (Endowed) Medium Term (Non-Endowed) Short Term
Capital is retained and invested in perpetuity. The earnings from the invested assets are expended as per your family’s specific intention. Capital is invested and distributed along with annual earnings as per your families direction The full donation amount will be disbursed within your chosen term period.

If you would like to create a Family Fund or support a scholarship or award, please email giving@rundle.ab.ca.