Agency Endowment

Endowing your non-profit organization

Establishing an Agency Endowment at your community foundation is a simple and efficient way to build an income for your nonprofit organization. Our experienced staff can help you develop planned giving programs and assist with investment management and administrative details.

Your donors can be sure that the endowed fund’s principal will not be spent and can grow over time, providing a source of lasting support. And the community foundation’s economies of scale provide your organization the benefits of a diverse investment portfolio and low investment fees that typically come only with very large funds.

Your organization’s regular donors can leave a bequest through the community foundation to benefit your organization forever and create a personal legacy. The community foundation can facilitate even the most complex planned gifts or gifts of appreciated stock or real estate. We handle investment management and the administrative responsibilities related to endowment so that your organization’s staff and volunteer hours are concentrated on fulfilling your mission.

How it works:

• Your board determines how much you would like to invest long-term.
• Your organization works with our professional staff to complete a fund agreement.
• We set up a special fund in the name of your nonprofit organization.
• Your nonprofit organization receives regular statements on the fund.
• You can add to the fund at any time.
• We handle all the administrative details — including investment management and help in specifying grant disbursements — so that your organization puts assets where they’re needed.