The Power of Endowment

The power of an endowment is in its continuity. When you create an endowed fund, you ensure lasting community impact through a permanent charitable fund. Your gift is invested over time, and a percentage of the fund’s market value is used annually to make charitable grants. Your gift is preserved forever, with the funds pooled for maximum benefit and invested to achieve long-term capital growth.

Your gift—and all future earnings from your gift—are a perpetual source of charitable community capital. And your legacy is preserved for generations to come.

HOW DOES AN ENDOWED FUND GROW?

A charitable gift made today can significantly multiply in value if established as a permanent endowment. The drawing below illustrates how a $50,000 gift can grow exponentially in just 50 years.

By year 50, this endowed fund’s cumulative charitable impact would increase from $50,000 to almost $325,000, tripling in size and having granted to the community more than three times its original fund value!

Assuming a 4% annual spending rate and a 7% rate of return. (Over the past 50 years, a blended portfolio of 65% stocks and 35% bonds would have generated over 9%.)