Organization Funds

How it Works

  • Your organization signs a simple letter of direction, which establishes the fund. 
  • Your organization transfers assets valued at $10,000 or more to us. 
  • We set up a fund in the name of your organization or in any other name you choose. 
  • Your organization receives electronic quarterly fund statements. 
  • Anyone can add to the fund established for your organization at any time and in any amount. We will provide gift receipts to all donors. 
  • We handle all the administrative details for a fee based on the fund’s market value. 

 

Benefits

  • It's a safe and simple way for your nonprofit organization to establish an endowment that can grow over time providing a source of lasting support.
  • Our economics 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.
  • Donors can receive tax benefits each time a gift is given.
  • We can facilitate even the most complex planned gifts.
  • We handle investment management and the administrative responsibilities related to endowment so you can concentrate on fulfilling your mission.
  • We will provide you with electronic quarterly fund statements, which report the market value of the fund, gifts received, investment returns and grants distributed.