Nonprofit Funds
Join forward-thinking nonprofit leaders who’ve established Nonprofit Funds at the Sacramento Region Community Foundation to build sustainability for their organizations. We handle fund administration and provide world-class investment management of your assets so you can focus on what’s most important: your mission.
Meristem’s endowed Nonprofit Fund ensures it will have a source of enduring support.
Support Your Mission, Now and In the Future
Build enduring assets to support your organization in partnership with the philanthropy experts at the Sacramento Region Community Foundation. Here’s how it works.
Give
Open your Nonprofit Fund with a charitable contribution of cash, appreciated securities, or other assets and establish a grantmaking timeline that supports your goals.
Nearly any type of asset can be used to start your fund. Together, we’ll tailor your Nonprofit Fund to meet your needs — whether you’re building an endowment to support your mission in perpetuity or creating a flexible fund to meet current and future priorities.
Grow
Your Nonprofit Fund is professionally invested and grows tax-free, strengthening your organization’s long-term financial sustainability.
We invest your fund according to your wishes, help attract current and planned gifts, and provide regular fund statements. By managing complex gift administration, we free your team to stay focused on advancing your mission.
Grant
Put your fund to work by requesting grants from your Nonprofit Fund back to your organization to support your mission.
In addition, your organization gains access to added benefits, including membership in the Planned Giving Forum of Greater Sacramento, invitations to exclusive events, and opportunities to be highlighted in our communications.
As an added benefit, your fund’s support fees are reinvested locally — helping strengthen the nonprofit sector and multiply your impact across the region.
Your Nonprofit Fund comes with services, expertise, and support to achieve your philanthropic goals:
✅ 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.
✅ Efficiency that allows you to focus on your core mission rather than managing the hassles investments. Your 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.
✅ Attractiveness to donors who see the permanence of your mission assured by your fund.
✅ 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 in our regular communications.
✅ Reinvest support fees back into the Sacramento region.
✅ Networking opportunities at exclusive events.
Partner with a local team dedicated to carrying out your organization’s mission. With over 40 years of experience as the capital region’s trusted philanthropic resource, we’re here to help you shape your nonprofit’s impact.
“Our endowment ensures we can bring equitable educational opportunities to Winters public school classrooms long into the future.”
Kurt balasek, Winters Education Foundation
Create Your Fund
Submit the form below to begin the process of opening your organization’s Nonprofit Fund. Our team will follow-up with next steps.
Ready to learn more? We’re happy to work with you and your advisors to tailor a Nonprofit Fund that suits your organization’s goals. Schedule a meeting to get started and contact us at any time with questions.
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 can be established for as little as $10,000. It can be endowed with a minimum of $50,000, ensuring your fund generates meaningful awards to support the your organization’s mission — forever. We accept a variety of assets and have in-house expertise to process complex gifts, in collaboration with you and your financial advisors, ensuring you achieve the greatest tax advantages. Your fund can also receive planned gifts. See Ways to Give.
You can invest your charitable fund in our professionally managed investment pools, designed to fit your time horizon and giving goals. See Investment Portfolios.
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.
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, improving local lives, and multiplying the impact of your giving. Our support fees vary based on fund type and, in some cases, on the size of the fund. See our fee schedule.
With our commitment to delivering world-class philanthropy, we offer a variety of support services to donors. We handle all “back office” support for your fund(s). You will have access to our online donor portal, where our team will update your fund with information on contributions, investment earnings, and more. Our Philanthropy Team is available during office hours to respond to your questions and needs
Yes. Anyone can make a charitable contribution to your Nonprofit Fund through the transfer of a variety of assets, including cash, appreciated securities, real estate and more.
Yes. Your Nonprofit Fund will have 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.
We manage dozens of charitable funds for local nonprofit organizations. See our Nonprofit Fund List.
Let’s Get Started
Your philanthropy is personal. We are your support team, here to help you and your supporters give with confidence.
