We work closely with our nonprofit partners to help them grow their endowments and generate a reliable revenue stream.

Benefits of Endowment Partnership

Dozens of area nonprofits partner with our foundation on their Nonprofit Organization (NPO) Endowments because it enables them to:

An NPO Endowment Fund makes annual distributions to the nonprofit. The distribution rate is set by the Foundation — currently, 4.25%. The goal is to provide long-term protection of the principal. Each agency’s funds are invested as part of our overall investment pool, but tracked as distinct, separate funds. This fund type is good for organizations seeking to build up and sustain a regular stream of income while the principal value of the fund continues to grow.

The Fine Print

We ensure that all nonprofits who establish an NPO Endowment fund with us are aware of the following:

We would welcome the opportunity to work with you on your endowment.