Nonprofit Fund Toolkit
Whatever portfolio supports your charitable fund, you can be confident local experts are stewarding your philanthropic assets with care.
Winters Education Foundation’s endowment provides funds to support Winters schools in perpetuity
Grow Support for Your Nonprofit Fund
As a Nonprofit Fundholder at the Sacramento Region Community Foundation — or our affiliate, Yolo Community Foundation — you have access to a team of local experts committed to helping grow the resources available to advance your organization’s important work.
Language to Grow Your Fund
Inviting your supporters to contribute to your Nonprofit Fund is simple! Download recommended language or complete this form to see customized verbiage you can incorporate into your communications and an access code to add a Foundation Fundholder badge to your website, further signaling your credibility to key donors.
Quick Links & Resources
Strengthen your team’s fundraising skills, connect at gatherings with fellow fundholders and community changemakers, and access additional opportunities to support your Nonprofit Fund.
Update Your Contact Information & Fund Advisors
To ensure you and your fellow fund advisors are promptly informed about news related to your charitable fund and opportunities to make a greater philanthropic impact in your community, please update your contact information.
How can we help? We’re happy to work with you to shape your Nonprofit Fund to suit your organization’s goals. Schedule a meeting and contact us at any time.
For organizations that are ready, there are many benefits to opening a Nonprofit Fund at the Sacramento Region Community Foundation. Among them:
- Resiliency from a reliable source of income and diversification of revenues. We offer a proven track record in investment management and provide support to help you attract planned gifts.
- Attractiveness to donors who see the permanence of your mission assured by your fund.
- Efficiency that allows you to focus on your core mission rather than managing the hassles investments and/or endowment. Your designated fund advisors have access to a secure, online fund management portal to track your fund’s activities.
- Professional guidance on complex gift transactions such as real estate and planned gifts.
- Investment in a high-quality, diversified investment program at reasonable costs.
- Membership for two to the Planned Giving Forum of Sacramento and continued education on fundraising.
- Inclusion in our online donation portal, and access to additional resources to grow your fund.
- Priority selection in capacity building programs and invitations to be highlighted at in our regular communications.
- Networking opportunities at Foundation events.
Your Nonprofit Fund’s fund advisors can log in to the Donor Portal to view fund activity, view balances and quarterly statements, make grant requests (as applicable), and update their contact details, including address and phone number. Visit the Donor Portal User Guide for instructions.
We accept a variety of assets and have in-house expertise to process complex gifts, in collaboration with you, your supporters, and your financial advisors. Your Nonprofit Fund can also receive planned gifts. See Ways to Give.
We often recommend organizations show a beneficial interest in the assets the Foundation holds for your Nonprofit Fund, typically listed as a permanently restricted net asset or net assets with donor restrictions. In most cases, you’ll report only your organization’s contributions to the fund. Because each organization is unique, please consult your auditor or financial advisor for guidance specific to your agency’s situation.
Yes. Your Nonprofit Fund has a donation page maintained by the Sacramento Region Community Foundation to accept credit card gifts. For additional assets we accept to grow your Nonprofit Fund, see Ways to Give. Use the form on this page for customized language you can incorporate into your communications to encourage support for your Nonprofit Fund. Please also review the Sacramento Region Community Foundation’s Fund Promotion Policy.
Nonprofit endowment funds are for nonprofits that want to protect long-term assets while receiving annual distributions to support their mission. The fund is invested in our endowment portfolio to provide long-term sustainability.
Nonprofit expendable funds are for nonprofits that want to protect medium- to long-term assets. Distributions back to your organization may be requested as needed, providing you with maximum flexibility. The fund is invested in one of our expendable portfolios to generate long-term growth.
Fund advisors associated with your Nonprofit Fund who have grantmaking privileges can direct grants from it at any time by logging in to the Donor Portal or completing a Grant Recommendation Form.
You can invest your Nonprofit Fund in our professionally managed investment pools, designed to fit your time horizon and giving goals. See Investment Portfolios.
Our competitive support fees offset the cost of fund administration and are also reinvested in the Sacramento region through our grantmaking and programs — attending to critical regional issues and improving local lives. Our support fees vary based on fund type and, in some cases, on the size of the fund. See our fee schedule.
To ensure the right representatives of your organization are promptly informed about news and transactions related to your Nonprofit Fund, please update your contact information. For additional support, please contact a member of our Philanthropy Team or reach out to our office at (916) 921-7723 or info@sacregcf.org.
Your Philanthropy Team
We’re here to help you give with confidence.
