Endowment Fund FAQs

  • Is your organization ready to start an endowment?

    • Launching an endowment requires commitment on the part of the organization’s staff and leadership. To help you determine your organization’s readiness, we have created a checklist.
  • How are nonprofit endowment funds invested and managed?

    • The Foundation invests assets in nonprofit endowment funds in accordance with our policies, as amended from time to time. We depend on investment experts and an experienced committee to steward these assets alongside our own endowment. Funds may be invested according to the Foundation’s asset allocation or an asset allocation specified by the nonprofit organization or may choose its own allocation among the Foundation’s pool of investments.
  • Why should we partner with Rose Community Foundation for our endowment?

    • For more than 20 years we have supported dozens of nonprofit organizations in creating and growing endowment funds. We expertly manage all investment and administrative tasks so you can focus on your organization’s mission, programs and operations. We offer incentive grants to encourage endowment growth, along with coaching on all aspects of an endowment campaign including:
      • Readiness assessment
      • Best practices in endowment structure and systems
      • Developing gift acceptance and endowment policies
      • Creating a planned giving development program
      • Prospect lists and solicitation
      • Establishing and marketing a legacy society
      • Donor stewardship
      • Complex gift consultation
  • How do I get started?

    • Contact our Senior Gift Planning Officer, Vicki Dansky, with any questions about starting your endowment.