Community Foundationest. 1995 · Oakville, ON

Oakville Community Foundation

Open to any Canadian donor.

Community foundation serving the Town of Oakville and surrounding area (est. 1995). Offers multiple fund structures spanning short-term, long-term, and legacy, including Flow-Through Funds. Allocates 3% of endowed assets to impact investments and has progressively reduced fees since 2023.

Place-based public foundation serving a specific geographic region.

Cost calculator

Estimate fees for your scenario. Grants are never reduced by fees — fees apply after each year's granting.

Estimated range
~$17,054 – $26,511
1.25%–2.00% effective · low confidence
Why a range?
Generic peer estimate — Oakville does not publish its fee schedule. Range reflects typical all-in cost across similar-sized Canadian community foundations.

Minimums

To open a DAF$20,000

$20,000 Named Donor-Advised Endowed; $2,500 Named Community Fund.

Granting rules

FrequencyOngoing
Max grants/yearUnlimited
Capital encroachmentPermitted
Disbursement rule5% CRA minimum; actual 2023 disbursement was 8.97%

Assets accepted

  • Cash
  • Public securities
  • Life insurance
  • Bequests

Scale & activity

From T3010 CRA filing · FYE 2024-12-31

Total DAF assets
$108.2M
Annual grants
$4.9M
Actual payout
4.5%
DAF accounts
311
Avg. account
$347,777

CRA registration 891934374RR0001. Payout rate is actual grants divided by total assets over the filing period — a real-world indicator that can differ from the provider's stated disbursement policy.

Fee structure

Admin fee tiers

Balance rangeRate
$0K+· Fee schedule not publicly disclosed

2023 Annual Report references progressive fee reductions but does not publish specific rates.

Why this is an estimate

Generic peer estimate — Oakville does not publish its fee schedule. Range reflects typical all-in cost across similar-sized Canadian community foundations.

Data sources

Confidence: Not publicly disclosed · Last verified 2026-04-21

Value proposition authored by WellFunded