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Benefits to Establishing an Agency Fund
By partnering with the Community Foundation, nonprofit agencies can focus on
doing the work they do best -- positively impacting children and families, the
arts and education, animals and the environment, and our community at large.
When you're ready to grow your agency's endowment, it's time to focus your
valuable staff and board resources on marketing and solicitation efforts rather
than on investment management and technical planned giving responsibilities.
 | The Community Foundation adds value to agency endowment programs by
offering an investment program that small and midsized
nonprofits simply cannot afford to duplicate without at least several
million dollars in assets. |
| Designing an investment policy, selecting an
Investment Committee, and performing an extensive, thoughtful
investment advisor search can be a major distraction for
any agency. Many agencies get sidetracked with these duties and spend little
time actually promoting and soliciting endowment gifts. |
| Our staff provides hands-on assistance, allowing you to outsource your
planned giving duties to our organization. We can
confidently handle gifts involving complex assets, gift annuities, and trust
arrangements. |
| We have access through the Greater Kansas City Community Foundation to
an experienced CPA on staff and have all
our funds input into state-of-the-art accounting software designed
specifically for the fund accounting needs of a community foundation. Your
agency will receive a quarterly fund statement showing investment
performance, new gifts, distributions, and the amount available for
distribution. |
| Agencies that have endowment funds with the Community Foundation benefit
from the exposure to our family of donors and fund advisors.
We share your story with our local philanthropic community and encourage
them to support your agency's vision. |
| Your fund can be set up in one of two ways:
 | Permanent Endowment
The fund's principal is invested in perpetuity and only
earnings are distributed for grants.
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| Non-endowed Growth Fund
The fund is invested for capital appreciation, but allows
distribution of principal. |
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PACF is committed to supporting the non-profits of our area
in the best and most efficient means. Establishing an Agency Fund at the
Foundation can be beneficial financially, operationally, and we would
share your story and vision with donors interested in your specific mission for
our area.
For information contact
Anne Allen
620-421-0623
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