Nonprofit Endowments A Forever Story. [Your community foundation name/logo]
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1 A Forever Story [Your community foundation name/logo]
2 What is a Nonprofit Endowment? A fund which is kept in perpetuity to provide earnings for the long-term benefit of the organization s charitable cause.
3 Why have an endowment? create a secure future forever Invested to grow over the long term Generate annual income for current needs while protecting the principal lend credibility to your organization Demonstrate stability and long-range thinking add to your menu of giving options Current Giving Planned Giving
4 Are you ready for endowment? Endowment is not for all nonprofits only for those who have: Financial strength Stable operating budget Operating reserve 3 to 6 months Long-range Strategic Plan are built to last
5 Over 30 Local Nonprofits Entrust Their to Us American Marketing Association Sacramento Valley Education Foundation Assistance League of Sacramento Endowment Fund Boys & Girls Clubs of Greater Sacramento Endowment Fund Celebration Arts Endowment Center for Contemporary Art, Sacramento Burnett & Mimi Miller Endowment Children's Receiving Home of Sacramento Dixon Little League Fund Ethan Allen Herr Memorial Endowment Fund Eureka Schools Foundation Endowment Fairytale Town Endowment Fund Family Service Agency Children's Fund Folsom Arts Endowment Fund Institute for Local Government Legacy Fund Jack & Lillian Sioukas Endowment Fund to Benefit the Sacramento Public Library Junior League of Sacramento Endowment Fund Lazarus Project, Inc. Welcome Home Fund National Coalition of 100 Black Women, Sacramento Chapter Nevada County Historical Society (NCHS) Railroad Museum Endowment PRIDE Industries Endowment Roseville Community Crimestoppers Foundation, Inc. Fund Sacramento Choral Society & Orchestra Endowment Sacramento Gay & Lesbian Center Endowment Sacramento Gay Men s Chorus Sacramento Master Singers John Crowell Memorial Endowment Sacramento Tree Foundation Endowment Soroptomist International of Greater Sacramento Endowment Fund Swainson's Hawk Endowment Fund Triple "R" Endowment WEAVE Fund for Ending Domestic Violence
6 Why partner with us? Staff and board time savings Focus remains on your mission, and Growing the endowment Easy transition Simple agreement You choose Fund Advisor(s) for access and distributions We are your back office IRS compliance Quarterly statements (with 24/7 online access) Donor gift acknowledgement
7 Why partner with us? (cont.) Ability to handle non-cash contributions Appreciated stock Real estate, closely held stock, IRA assets, partnership interests, tangible personal property (with board approval) Access to our planned giving expertise Online and staff resources Charitable Gift Annuities Other complex planned gifts, such as CRT s Join a larger community of donors
8 Why partner with us? (cont.) Your donors benefit: Highest tax deduction allowable vs. private foundations Opportunity to donate appreciated assets stock, real estate Their intent protected forever
9 Why partner with us? (cont.) Endowment investment expertise Pooled funds = strength in numbers Professional management diversified portfolio Colonial Consulting investment advisor SRCF Investment Committee sets policy SRCF board of directors oversight Slow, steady growth and downside protection Goal is to cover fees, grants, inflation over 10 year window(s)
10 What can we spend each year? ATS = Available to Spend Calculated to provide reliable income stream Long-term Smooth out market volatility 4% of the fund s market value 12-quarter rolling average
11 Is there a disadvantage to endowment? Only one Protecting donor intent forever means that: The fund is non-encroachable, even during times of extreme financial need.
12 How do I get started? Open the fund Simple agreement Make the minimum investment $10K Name the fund Create your succession plan Grow the fund Donor contributions Investment growth Enjoy the distributions - forever
13 When should I get started? Best time: 25 years ago 2 nd best time: Now! When a person plants a tree under which s/he will never sit, then you know civilization has come to that land. -Greek philosopher
14 Forever is a long time For more information on opening an endowment, please contact: Shirlee Tully at or shirlee@sacregcf.org
15 Your Partner in Giving SM Copyright 2012 Sacramento Region Community Foundation
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