Establish a Fund

Other Types of Funds: Fees & Information

Agency Endowment and Designated Agency Funds

Donors who have a focused commitment to an organization choose to permanently support it through a Designated Agency Fund. The Foundation’s stewardship guarantees that the good works they value will continue, even if the original organization ceases to exist.

Charitable organizations establish Agency Endowment Funds to help them meet both their current and future needs. The Foundation invests the endowment into a pool designed and managed for long-term charitable purposes, leaving the organization free to concentrate on its good works.

Fee schedule: Up to One Million is 75 basis points, One Million to Five Million is 50 basis points, Five Million and Above is 35 basis points. Management and/or custody fees also apply. Minimum Fee is $200.