Endowment Creation and Management
Grow financial resilience and legacy giving through endowments - a one time gift that can support your organization for generations to come.
Our expert fiduciary team works exclusively with nonprofit leaders and boards to guide you through policy creation, investment management, and annual disbursements.
Financial Resilience through Endowments
Nonprofits are increasingly moving towards financial sustainabiltiy by establishing endowments to create recurring income to fund thier mission.
Our Advisors work with you on policy creation, endowment establishment, management, and setting disbursements. From quaisi, unrestricted endowments to legacy funds, and term endowments, we guide you to the right solution for you.
Help donors create a legacy of giving
When a donor makes a large gift into your nonprofit's endowment, they create a legacy of generational giving. Endowments provide financial stability for decades to come for the missions they care about the most.
Process
The modern endowment is changing the narrative
We make endowment giving easy for you and your donors
Our experienced and friendly advisors work hard to simplify a complex process. Let us provide the team, policies, and expert investment management to ensure best practices and provide the infrastructure you need to grow.
Our donor funding process is transparent, secure, and free for funds over $1M. Their gifts can come in the form of securities, wire transfers, crypto, and DAFs to easily fund your endowment in minutes.
Manage your endowment with ease
Our financial dashboard gives you transparent insights into all your endowed and invested holdings. We handle all policy creation, reporting, processing of gifts, and annual disbursements.
Donor View lets donors see their impact
Our dashboard also provides a Donor View option for named endowments. This visibility keeps them connected to your organization and shows the long-term legacy of their gift.
Donors can monitor their gift's total earnings over time, and further contribute to their endowment at any point—all directly from the dashboard with their unique log in.
FAqs
Still have questions about nonprofit endowments?
How are these endowments different from donor-advised funds?
In a donor-advised fund, or DAF, the nonprofit doesn't own the principal. It's possible for the DAF to stop annual disbursements to your nonprofit or for the funds to never you. When establishing an endowment, however, the principal is owned by your nonprofit ensuring you benefit for generations to come.
How much does endowment management cost?
Endowment and policy creation is complimentary for Infinite Giving clients. Our standard fee applies to the assets under management (AUM).
Are endowments restricted?
Endowment gifts can vary greatly in their type of restrictions and should be thoughtfully considered in the creation process. Generally we advocate for quaisi endowments where the principal is invested and the disbursement can be used where the funds are most needed at that time.
What is the minimum endowment gift amount?
While every organization is different, we typically recommend seeding your first endowment with reserve funds and then inviting donors to gift into the already established fund. The minimum donation for a named endowment is typically at least $100,000. Once created, any amount can be added to the endowment over time.
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