Agency Endowments

Make Sure Your Nonprofit Lasts

An Agency Fund is an endowment fund created by a nonprofit to exclusively benefit that nonprofit, forever.

It's a simple and efficient way to make sure your organization is financially sustainable. We manage the investment of your endowment, take in contributions, and make distributions to your organization every year while you work on fulfilling your mission.

Your donors can make gifts to your fund at any time, including bequests or other planned gifts that benefit your organization perpetually. We can facilitate even the most complex gift transactions, including gifts of appreciated stock, life insurance or real estate. We also offer charitable gift annuities that benefit your fund.

Two steps to establish your fund. Really.

Determine how much you would like to invest. Work with our staff to set up a fund in the name of your agency.

That’s it.

We’ll handle all the administrative details including investments so that your fund will earn more over time. You’ll receive a regular fund statement and earnings from your fund are yours to use for your organization’s charitable work.

Establish your fund today