Endowment Partners have access to the Foundation’s diversified investment pool, with online access to all funds benefiting the nonprofit. Due to economies of scale, funds of the Foundation enjoy investment management fees of less than .507%. To encourage endowment growth, Endowment Partners do not pay administrative support charges on their funds until they reach the $50,000 level.

The Community Foundation’s planned giving expertise can play an important role in building your endowment. When your organization becomes an Endowment Partner of the Foundation, all of our gift-planning resources are available to you.

Complex gifts, such as real estate and closely held business interests, can be facilitated through your endowment at the Foundation. The Foundation can act as trustee for charitable remainder and lead trusts. Lastly, nonprofit organizations can offer charitable gift annuities through the Foundation’s charitable gift annuity service. The remainders of charitable gift annuities are placed in a designated endowment fund benefiting your nonprofit organization in perpetuity.

To learn how we can help you organization sustain its programs and services in perpetuity, contact Barbara Melbourne.