Endowment Gifts
You can leave a legacy to perpetually support the causes you love with an endowment gift. An endowment is a fund you can create now or in the future to achieve the impact you desire. The income earned on your endowment will provide lasting annual support to your charitable causes.
You enjoy several benefits with an endowment gift
- Establish an endowment during your lifetime and see the impact each year
- Benefit from an income tax deduction in the year you make your gift
- Avoid capital gains tax on an endowment gift of appreciated property
How an endowment gift works
- You make an initial gift to fund an endowment
- The assets in your endowment are invested to earn income
- The income is distributed annually to achieve your desired impact
- You can make additions during your lifetime or supplement your endowment with your estate plan
Income distributed from your endowment
At the time you create your endowment, you sign an endowment agreement that details the scope and desired impact of your endowment funds. Your funds will generally be invested to produce stable, predictable growth. Each year, a set percentage of your endowed funds will be distributed according to your endowment agreement.
Contact us
If you have any questions about endowment gifts, please contact us. We would be happy to assist you and answer any questions you might have.
Example Stories
Endowment Gift
Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years. They wanted to make certain the charity's programs continued even after they were gone.
Pat: We appreciated the organization's work. We hoped to register our commitment and support by making a gift that would last well into the future.
Shelly: A staff member at the organization asked us to consider making a gift to the endowment. We learned that the endowment was a fund that served as a permanent source of income for the organization's projects.
Pat: I liked that giving to the endowment would help the charity continue its programs on an ongoing basis.
Shelly: I also felt that the gift would provide a legacy for us. We were both thrilled that our gift would keep on giving to a cause we love.
The support of donors like Pat and Shelly makes our work possible. When you make an endowment gift, your gift is maintained in perpetuity and creates a lasting, meaningful difference. Please contact us to learn how to create your legacy through an endowment gift. Shelly: A staff member at the organization asked us to consider making a gift to the endowment. We learned that the endowment was a fund that served as a permanent source of income for the organization's projects.
Pat: I liked that giving to the endowment would help the charity continue its programs on an ongoing basis.
Shelly: I also felt that the gift would provide a legacy for us. We were both thrilled that our gift would keep on giving to a cause we love.
Is an endowment gift right for you?
If you would like to learn more about how you can make a gift to our endowment, please contact us. We would be happy to work with you to structure an endowment gift to meet your charitable goals.*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization.