Endowment Funds

We invest in nonprofit organizations driven to make a significant difference.

An endowment is a powerful tool to build your organization’s operating strength and create longterm financial stability.

An endowment signifies an organization’s focus on the future, builds confidence with donors, and provides an opportunity for donors to create a legacy and make a lasting impact on their community. The annual distribution from an endowment provides a reliable source of funding and ensures stability and flexibility in uncertain times.

As your partner, Rose Community Foundation provides:

An expertly managed investment portfolio
Oversight, stewardship, and administration over the lifetime of the fund
A mission-aligned, relationship focused, and responsive partnership
Endowment Building Pathways that include trainings, incentives and capacity building support

“We chose Rose Community Foundation because of their mission-alignment, sound investment management and responsive approach. Having both endowed and designated funds, we are building for the future while maintaining flexibility.”
– Tarika Cefkin, Former Executive Director, Nathan Yip Foundation

Investment Strategy

The Foundation’s investment goal is to protect and grow the portfolio’s inflation-adjusted value over the long term. Individual fund assets are commingled within the Foundation’s investment pools. Within those investments, fundholders may select investment styles that mirror Rose Community Foundation’s or an allocation that is more conservative or more growth-orientated, depending on your goals. For more information on our investment strategy, please contact us.

Interested in establishing an endowment?

Join our community of nonprofits working to strengthen their organizations and plan for the future. The minimum to establish an endowment fund is $25,000. Annual fees are 1% for a fund balance up to $1 million and .5% for $1 million or more. The Nonprofit Endowed Fund Agreement is available here.

To learn more or to open an endowment fund, contact Amelia Fink.

Endowment Building Pathways

Rose Community Foundation’s Endowment Building Pathways provide structured support to help organizations launch and grow endowments and sustain an organizational culture that builds for the future. Each of the three pathways supports organizations at different stages of their endowment building work and include trainings, incentives, individual coaching, resources and a platform to connect with and learn from peers.

Launch Pathway

Launch your endowment fund. This pathway provides the tools your organization needs to integrate legacy giving and endowment building into your development work and organizational culture.
Incentives: $10,000 into your endowment fund at the completion of the program
Length of program: Ten months
Trainings: Seven sessions + three individual coaching sessions

Growth Pathway

Grow your established endowment fund. Organizations with experience in endowment fundraising and legacy giving will work toward individualized goals related to legacy gifts, endowment fundraising, stewardship, and marketing.
Incentives: $10,000 into your endowment fund at the completion of the program
Length of program: July 2023 – December 2024
Trainings: Quarterly trainings + two individual coaching sessions

Sustain Pathway

Sustain your endowment work. This pathway is designed for new staff and board members of current endowment fundholders who would like to gain a foundational understanding of endowment building and legacy giving.
Length of program: September 2024 – November 2024
Trainings: Three sessions + additional affinity workshops

Jewish organizations who have participated in an endowment building initiative through Rose Community Foundation are eligible for the Momentum Pathway, which includes training, coaching and ongoing financial incentives to keep the endowment building momentum going. Organizations may participate in the Momentum Pathway and other pathways concurrently. Learn more.

Past Endowment Programs

We have been proud to launch and grow two programs focused on endowment building and legacy giving: the Nonprofit Endowment Cohort and Live On | LIFE & LEGACY. This training and support is now offered through our Endowment Building Pathways.

Current Funds

We are honored to steward resources for the community. Rose Community Foundation currently houses the following funds: