Endowment Funds: A Major Gift Option
When a client has a favorite nonprofit they want to support with a major gift, creating an organization endowment fund for the nonprofit, or contributing to its existing fund, is a sound way to ensure the nonprofit will always have the resources it needs.
Organization endowment funds provide income to the nonprofit in perpetuity. Fund assets are invested separately from the organization's operating funds, providing security against economic hardships or other financial challenges.
We handle all administrative and investment responsibilities, freeing the organization to pursue its charitable mission.
View a list of current organization endowment funds.
Fund Requirements and Details
Minimum Opening Balance: $25,000
Annual Administrative Fee: Assessed quarterly, with a minimum fee of $125 per quarter
1.0% fee on funds <$5M
0.8% fee on funds $5M - $10M
0.6% fee on funds >$10M
Grant Minimum: $500
Contact Us to Get Started
To learn more about specific solutions for your clients' charitable
giving, contact Juanita T. James, President & CEO, at 203.750.3200.
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