Build an Endowment

Invest in the future

We achieve economies of scale by pooling your agency’s endowment with other funds, which can reduce investment management fees.  We provide investment oversight, saving your staff and Board time and enabling you to focus on growing your program. Once established, the Fund’s income can be directed each year to your organization’s operating budget, giving you additional revenue to support your good work.  When we establish an endowment Fund for a nonprofit, we book an asset and a liability, which means your agency can remove some or all of the assets in the Fund at any time.

Five steps to opening an agency endowment fund

  1. Talk to our staff. We’re happy to discuss the pros and cons of creating an endowment Fund with your executive director or chief financial officer before you involve your Board in the process.
  2. Engage your Board. If you decide to move forward, you’ll probably talk first to the Board Committee that handles your finances. We’re happy to work with you to prepare an objective case comparing the advantages and drawbacks of your current program versus an endowment Fund with Napa Valley Community Foundation.
  3. Complete the paperwork. Our fund agreement is all you need to get started. Most people have questions about variance power and the irrevocability of gifts made to the Community Foundation. Please contact us with any questions you may have.
  4. Tell us about your goals. We’re here to help your organization achieve its mission in the long run. If you want to market this new endowment Fund to your current or prospective donors, or to others in the community, we can provide assistance. We often help nonprofits structure their donors’ major and planned gifts to build their endowment Funds.
  5. Let us handle the administrative details. Once your Fund is established, we handle all investment management and investment oversight activities. It is our job to hire and fire investment advisors, conduct quarterly reviews of their performance against benchmarks (via our Finance Committee), and consider changes where performance is lagging.
 
 
 

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