With the help of a Charitable Organization Fund at The Calgary Foundation, charitable organizations can establish a source of stable, long term cash flow that provides:
- Expert investment expertise and significantly higher returns made possible by pooling your endowments with the many other Funds managed by the Foundation
- An annual audit for your fund including TCF filing the necessary tax returns equalling less administrative work
How it works
- Your board determines how much you would like to invest long-term
- Your organization works with our professional staff to complete a fund agreement
- We set up a special fund in the name of your non-profit organization
- Your non-profit organization receives regular statements on the fund
- You can add to the fund at any time
- We handle all the administrative details — including investment management and help in specifying grant disbursements — so that your organization puts assets where they’re needed
- Your gift can be placed into an endowment that is invested over time. Earnings from your fund are used to make grants addressing community needs. Your gift — and all future earnings from your gift — is a permanent source of community capital, helping to do good work forever
More benefits
An agency endowment fund is a safe and simple way for your non-profit organization to establish its own endowment. Your donors can be sure that the endowed fund’s principal will not be spent and can grow over time, providing a source of lasting support. And The Calgary Foundation's economies of scale provide your organization with the benefits of a diverse investment portfolio and low investment fees that typically come only with very large funds.
Your organization’s regular donors can leave a bequest throughThe Calgary Foundation to create a personal legacy and benefit your organization forever. The Calgary Foundation can facilitate even the most complex planned gifts or gifts of appreciated stock or real estate. We handle investment management and the administrative responsibilities related to endowment so that your organization’s staff and volunteer hours are concentrated on fulfilling your mission.
