These funds use charitable gifts to build an investment designed for growth. The endowment’s earnings flow back to your nonprofit as stable annual income.

Classic Endowment Fund

Minimum Fund Size: $25,000

Assets are permanently held by the Foundation.

Endowment Fund With Exceptions

Minimum Fund Size: $250,000

The nonprofit board may retain the right to request to terminate the fund and request the return of the assets and/or request additional amounts above the spending policy set by the board of the Foundation.

This type of fund is a simple and effective way to take advantage of our professional investment services while building a robust short-to-mid-range funding source, ideal for operating reserves.

Minimum Fund Size: $50,000

Funds can be used when and how your nonprofit sees fit; they remain secure, under our stewardship, until an organization needs them.

These investments are initiated by donors to benefit one or more nonprofits or educational institutions. Designated funds provide long-term support so that your organization receives continued and reliable funding. Designated funds ensure that each gift has maximum impact.

Minimum Fund Size: $25,000

Assets are permanently held by the Foundation.