Support for your long-term planning

Every organization has its own goals, opportunities, and path forward. For some, an Agency Fund is one way to build for the future while continuing to make an impact in the community today.

An endowment fund provides annual distributions and offers donors a meaningful way to contribute to the future of your organization and the causes they care about.

Whether you’re thinking about sustainability, legacy giving, or the long-term impact of your mission, an endowment is one tool that can help support the work you’re building today for generations to come.

More about Agency Funds

These resources can help you better understand how annual distributions are calculated, administrative fees and investment performance.

Agency Fund Overview

Spending Policy

Spending Policy in a Nutshell

Fee Policy

Report on Investment Results

Want to learn more?

If you're curious about Agency Funds, exploring future opportunities, or simply looking for more information, we're happy to connect.

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