Benefits of an Organization Endowment Fund

When a nonprofit organization builds a permanent endowment, it ensures future stability and a foundation on which to grow.

An organization endowment fund at the Foundation can be established by the nonprofit itself, or by an individual donor on behalf of the organization. The fund can be added to at any time, and can be funded with a wide range of assets.

Establishing an organization endowment fund provides many benefits.

Your endowment is professionally managed

With invested assets exceeding $130 million, the size of the Foundation’s holdings assures investment diversification and economies of scale. Funds are professionally managed with constant oversight by our Investment Committee and Board of Directors.

You can focus on your mission while we manage your endowment

Setting up and properly managing an endowment fund on your own is time consuming, complex and challenging. We are experienced at managing investments, assisting donors and their advisors with major gifts, and administering endowments in compliance with the law.

Your financial future is more secure

An endowment at the Foundation diversifies your funding base, provides income in perpetuity to support your organization’s needs, and reflects and promotes long-range financial planning.

Your donors are assured your endowment is invested separately

Donors who make endowment gifts want to be certain that their contributions will be treated as an endowment, and not used for an organization’s day-to-day short-term needs. By establishing an endowment fund at the Foundation, your organization’s long-term assets are stewarded and invested separately from your operating funds, thus providing your donors with that assurance.

Your donors know that their endowment gifts will honor their intent

Donors know their contributions will stay in the community to endow an organization in whose purpose they believe. Should an organization cease to exist—because the need it was established to meet has become obsolete, or due to other reasons—the Foundation’s Board of Directors will work with donors to select an alternative organization with a similar purpose.

Your organization gains visibility

Through our publications and communication efforts, the existence of your endowment is visible throughout the community—and to potential new donors.

You’re more likely to receive legacy gifts

By educating your donors about your endowment fund, you make it more likely that supporters will leave legacy gifts to your organization. We provide technical assistance with planned giving education, appropriate legal language for additions to the fund, and guidance for developing fundraising publications.

Getting Started

To learn more, contact Susan Ross, President & CEO, at 203.750.3200.