Organization Endowments

Establishing and organization endowment at the Valley Community Foundation is a simple and efficient way to build an income for your nonprofit organization. Our experienced staff can help you develop planned giving programs and assist with investment management and administrative details

How it Works

• Your board determines how much you might invest long-term.
• Your organization works with our staff to complete a fund agreement.
• We set up a special fund in the name of your nonprofit organization.
• Your nonprofit organization receives regular statements on the fund.
• You can add to the fund at any time.
• We handle all the administrative details - including investment management and help in specifying grant disbursements - so that your organization puts assets where they're needed.
• Your fund is placed into an endowment that is invested over time. Earnings from your fund are used to make grants supporting your organization.

More Benefits

A designated fund is a safe and simple way for your nonprofit organization to establish an endowment. And the Valley Community Foundation’s economies 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 Valley  Community Foundation to benefit your organization forever and create a personal legacy. The Valley Community Foundation can facilitate even the most complex planned gifts or gifts of appreciated stock or real estate. We handle the investment management and administrative responsibilities related to endowment so that your organization's staff and volunteer hours are concentrated on fulfilling your mission. For more information about establishing an agency endowment, please contact a member of our professional staff at (203) 751-9162.