By the Numbers

Financial Highlights

Everything we do helps build community assets. At the end of the period, 2017, Vancity Community Foundation held $62,239,523 in total assets and had distributed $6,445,423 to charities and community initiatives. Please review our 2017 Annual Report  (PDF) for more details.

Past Annual Reports

 

Impact Investing

In addition to the balanced portfolios managed by Vancity Investment Management and our deposits held at Vancity for lending to the members, we also held or allocated the following instruments as of December 31, 2017.

Mission Based Investing
Program Related Investments $10,397,000
Equity Investments (Including Co-op and Real Estate) $4,308,000
Fixed Income $1,000,000
Loan Loss Provisions and Guarantees $4,971,000

 

Socially Responsible Investment

100% of our investments are screened by our managers according to Socially Responsible Investment parameters based on the United Nations Principles for Responsible Investing:

  • We will incorporate Environmental, Social, and Governance (ESG) issues into investment analysis and decision-making processes.
  • We will be active owners and incorporate ESG issues into our ownership policies and practices.
  • We will seek appropriate disclosure on ESG issues by the entities in which we invest.
  • We will promote acceptance and implementation of the Principles within the investment industry.
  • We will work together to enhance our effectiveness in implementing the Principles.
  • We will each report on our activities and progress towards implementing the Principles.

Our Investment Portfolios

Our investments are managed primarily through Vancity Investment Management, according to an Investment Policy Statement set by our Board of Directors.

 

Performance of Our Donor Advised Fund Portfolio
As of Dec. 31, 2017  1 YEAR 3 YEARS 5 YEARS 10 YEARS 17 YEARS
Vancity Community Foundation 7.92% 13.14% 13.40% 7.30% 5.58%
Benchmark
(5% T-Bill, 35% Canada Bond, 45% TSX, 15% S&P500)

6.02%

5.12%

6.65%

4.95%

5.49%