Endowment Fund

An endowment fund is a permanent fund in:
your name, the name of someone you wish to honor or a name that is meaningful to you.

Endowment Fund

With a minimum gift of $50,000, an endowment fund can be established for one or more charitable organizations or purposes. The percentage of the Fund distributed annually is determined by the Foundation Board of Directors, and currently, five percent of the Fund is distributed to a specified organization or within a charitable area that is important to you.

In addition to enjoying significant tax advantages, an endowment fund connects future generations of your family to the causes that matter to you. Take heart knowing your legacy will be professionally managed and that your charitable intent will be fulfilled.

To learn more about endowment funds, contact Sharleen Wollach,
Vice President, Operations, or call 858-279-2740.