Support Your Mission, Now and In the Future

We offer services, expertise, and strategic support to help your organization take an important step toward financial sustainability. Here’s how it works.

Client of our nonprofit partner Meristem

Establish your Nonprofit Fund with a charitable contribution of cash or other assets, and determine your grantmaking timeline.

Almost any kind of asset may be used to start your Nonprofit Fund, which our expert team will tailor to suit your organization’s goals — whether you’d like to build an endowment to support your mission into perpetuity or you wish to maintain more flexibility.

Your Nonprofit Fund grows through professionally managed investments and assistance to attract current and planned gifts.

We invest your Nonprofit Fund according to your wishes, building your organization’s resiliency from of reliable source of income and diversification of revenues. We provide you with regular fund statements and free your team from complex and burdensome gift administration.

Plus, enjoy additional benefits we provide your organization, including membership to the Planned Giving Forum of Greater Sacramento, invitations to exclusive events, and opportunities to be highlighted in our communications.

Please contact us with questions.

What are the benefits of a Nonprofit Fund?

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.
How many Nonprofit Funds do you manage?

We manage dozens of charitable funds for local nonprofit organizations. See our Nonprofit Fund List.

What is the minimum contribution to open a fund?

The minimum contribution to set up a Nonprofit Fund is $10,000. 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 fund can also receive planned gifts. See Ways to Give.

What's the difference between endowed and expendable funds?

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.

What are my investment options?

You can invest your Nonprofit Fund in our professionally managed investment pools, designed to fit your time horizon and giving goals. See Investment Portfolios.

What is the fee for administering a fund?

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.

Can I fundraise for my Nonprofit Fund?

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.

Your mission is important. We are your support team — here to help you and your supporters give with confidence, now and into the future.