Open a Nonprofit Fund

Building strong community organizations

The Foundation aims to support a vibrant nonprofit community. While we do this in many ways, one of the most enduring is that we offer an easy path for forward-thinking organizations to build stability for their missions into the future: establishing a charitable fund at the Foundation.

By opening a charitable fund with the Foundation, community organizations can set aside funds to create long-term stability, plan for future growth, and add to the organization’s credibility with key donors. The Foundation works closely with the leadership of your organization to help establish a fund that supports your current
and future goals. As an additional benefit, the Foundation handles the administration of the fund, leaving your staff and board free to focus on what matters — your mission.

CREATE A LONG-TERM REVENUE STREAM

A charitable fund is all about your organization and its goals for the future, whether that means long-term savings or funding for specific, mission-oriented projects and programs. While a number of the charitable funds we manage for nonprofits are unendowed, an endowment fund is an ideal choice if you want to
protect the longevity and legacy of your organization with a fund that is invested in perpetuity and a portion of the balance can be granted out each year. 

When you open an endowment for your nonprofit, you are using your organization's resources wisely by focusing on your nonprofit's core mission while relying on our track record of sound investment management to ensure that its funds continue to grow and create a stable source of income for the future.

We were looking for a way to create a long-term revenue stream to support our mission, but managing our own investments was unrealistic. Our board and staff were impressed with the investment expertise at the Sacramento Region Community Foundation. The process of establishing the endowment was painless, and the online donor management tools make it easy for us to keep track of our fund balance and growth so we can focus on our work on behalf of people with disabilities.
– Tricia Ciampa, Executive Director, Pride Industries Foundation

The Foundation manages endowments for over 100 different organizations throughout the region with a range of purposes — from Davis Senior Services and River City Food Bank to Sacramento Gay Men’s Chorus and the Junior League of Sacramento. We applaud the foresight of our nonprofit endowment partners and their vision in offering donors a way to support the organizations they care about well beyond their lifetimes.

"When our board of directors decided to place our new endowment at the Foundation, it was a business decision based upon trust, community presence, and the fact that we shared the goal of making our region a better place."
– Ray Tretheway, Sacramento Tree Foundation (retired)

SUPPORT YOUR MISSION 

Join the other nonprofit organizations in our community who have partnered with the Foundation to ensure their missions continue now — and, for those with endowed funds, in perpetuity. Consider opening a nonprofit fund at the Foundation if:

• Your organization has a stable operating budget and cash reserves

• You want to support the growth and stability of your organization into the future by creating a steady stream of operating funds at minimal cost
• You would like to offer a full menu of planned giving options, but lack the internal resources required to manage the complexity
• Your want to achieve investment efficiencies by pooling your endowment with other funds at the Foundation to receive long term, sustained results with minimal volatility

We invite you to learn the key benefits of creating a nonprofit endowment in our Nonprofit Funds Fact Sheet (PDF), which includes a list of the nonprofit organizations that have chosen to partner with the Foundation.

You may also download a Nonprofit Fund Agreement below to begin thinking about the details of your fund – everything from creating a name to selecting the timeline of your giving!

DOWNLOAD A NONPROFIT FUND AGREEMENT

If you are ready to open a nonprofit endowment with us, please contact our Fundholder Resources Team to schedule a meeting. We look forward to hearing from you!

Contact Fundholder Resources