Endowment Gifts—Ordinary People, Extraordinary Impact

There is no one else exactly like you. You have your own combination of interests, experiences, values, goals, and priorities that make you one of a kind. If you are exploring ways to make a personal, meaningful, and lasting impact on our mission, an endowment fund may be the answer. Whether you contribute a modest amount to an existing endowment fund or use a more significant gift to create your own endowment, this option lets you build a legacy and fulfill your charitable goals well into the future.

Many donors find endowment giving deeply satisfying. It reflects their long-term values and priorities in a concrete way. And for our organization, endowments are more than financial resources. The income they generate gives us the strength to handle rising costs, the adaptability to meet emergency needs, and the confidence that we will be able to continue our vital work no matter what lies ahead.

Whether you want to secure the future of a beloved program, honor someone special, or simply give back in a meaningful way, an endowment gift offers a powerful way to make a difference. In fact, it may result in a gift that’s larger, more satisfying, and more personally meaningful than you imagined possible.

Providing Perpetual Support

An endowment is a fund established to provide income on a long-term (often permanent) basis. Your gift is combined with those of other forwardthinking donors who believe in building something that endures. The fund utilizes professional asset management to invest for growth. Then, we use only the income (or a stated percentage of the income) each year to support our work. This allows the original gift to stay intact and continue growing.

Not only does your gift make a difference for others, with an impact felt over decades or even generations, but it also helps us. It provides stability during times of change and challenge, ensures the continuation of critical areas of our mission, and facilitates long-term planning and program expansion.

A GIFT THAT KEEPS GIVING
A $50,000 endowment gift could provide $2,000 to $2,500 in annual support—every year, forever—depending on our spending policy and investment performance. Over 20 years, that adds up to $40,000 to $50,000 in direct support, even as the gift continues to grow.

Putting You in Control

An endowment gives you the ability to control how your gift is used. For example, the fund could be designated to a particular goal or mission, a certain position within the organization, a scholarship, equipment or technology expenses, or overhead expenses. Some endowments are left unrestricted to cover the areas of greatest need.

You can contribute to existing endowment funds during your lifetime with gifts of cash, appreciated securities, real estate, and more. Alternatively, you can direct a flexible future gift to the endowment of your choice through a gift in your will or a charitable beneficiary designation. You can even contribute through a charitable gift annuity, which provides a fixed lifetime income for you and/or someone else, with the remainder benefiting the endowment.

Example: Naomi, age 80, has given us regular annual gifts of $1,200 since she retired at age 65. This year, however, she’s been thinking about her legacy. She decides to make a $25,000 gift to an endowment fund in memory of her late husband, Ken. Not only will her gift generate approximately the same annual donation ($1,250, assuming fund earnings of 5%), but Naomi knows her donation will at least partially sustain a program that meant a lot to Ken.

Because she is also passionate about this particular program, Naomi talks to her family and friends about her gift. Several of them make their own contributions to the endowment in Ken’s memory, creating an even more powerful and enduring impact.*

* Example for illustrative purposes only.

Establishing Your Own Endowment

Contributing to an established endowment fund is an easy and meaningful way to make a lasting change—but it’s not the only option. If you would like to make a large, legacy-creating gift with a sizable cash donation or, more often, with a significant gift in your will, you can create your own endowment fund. This gives you the freedom to support and sustain the area that means the most to you and provides a way to permanently link your name (or the name of someone you love) to a mission you care deeply about.

If this idea interests you, please reach out to us so we can start a conversation about how to best meet your charitable goals.

Example: Jared and Lena wanted to do something meaningful to mark their 40th wedding anniversary. They worked with us to create an endowment fund in their family’s name, funded through a combination of a gift in their will and a beneficiary designation on one of their retirement accounts. Their children and grandchildren all contributed to the fund as an anniversary gift, turning this personal milestone into something far greater—a joyful, lasting difference created by several generations of beloved family members.*

* Example for illustrative purposes only.

Frequently Asked Questions

Q: Can I add to an endowment over time?
A: Yes! Many donors choose to contribute regularly to an existing endowment fund or build their own endowed gift gradually—through a combination of lifetime and estate gifts (or with gifts from family and friends).

Q: What happens if the program or area I support changes in the future?
A: If the endowment is created for a specific purpose but circumstances change over time, we may need to redirect the assets to provide support in a way that most closely matches the original intent of the fund. For a named endowment that you create, we will work closely with your family or advisors to make sure the money will still be spent in a way that honors your intention.

Q: Is there a minimum contribution amount to create my own endowment?
A: While you can contribute any amount to an existing endowment fund, creating a new, named fund requires a more sizable contribution. This can be done through a current gift, a future gift in your will, or a combination of both. Reach out to discuss details, including the minimum contribution amount.

Securing the Future, Starting Today

“The great use of a life is to spend it for something that outlasts it.” –William James

However you choose to make your endowment gift, the result is a perpetual and self-renewing donation. As the fund grows, so does its impact, helping us serve others far into the future.

Endowment gifts are deeply personal. If you’re considering a gift or just want to explore what’s possible, we’re here to help. Together, we can create a legacy that reflects your values and makes a lasting difference.