Nonprofit organizations may establish an Endowment Partners Fund that will permanently support their organization. Participating in our Endowment Partners Program provides efficient and effective stewardship of an organization’s endowment.
Benefits of having an endowment partner fund :
- Participation in Our Professionally Managed Investment Program — The investment program combines the assets of permanent charitable funds for investment. Each individual fund benefits from the strength of a large pooled portfolio. The result is high quality, diversified investment management with reasonable costs.
- Increase Long-Term Viability and Stability — Endowments provide your nonprofit organization with a steady income stream to offset operations, fund new and innovative programs, offer tuition assistance and support other mission-critical activities.
- Attract Donors — An endowment communicates that your organization will be around for a long time, which offers a further incentive for prospective donors.
- Save Time and Resources — Deepen your nonprofit’s focus on its core mission, as you require less time for administration and management of your endowments. We structure in ways to easily grow and add to your fund.
- Build Skills — We provide your group, and your donors, with many ongoing educational opportunities, including endowment-building seminars, workshops and presentations.
- Receive Professional Guidance — As part of our program, you gain access to professional advice on complex gift transactions. OCF’s planned giving program can help you in executing deferred gifts, such as charitable gift annuities. We will also act as trustee of a charitable remainder unitrust that adds to, or creates, a new permanent endowment benefiting your agency.
Join the Endowment Partner Program (EPP)
The advantages of creating and maintaining an endowment fund are particularly compelling during periods of economic uncertainty. Every dollar earned from endowment investment is one less that you need to raise.
Wonder if your organization is ready for an endowment? Consider some of the key financial and organizational indicators that influence success in our endowment programs.
- Leadership — In our experience, nonprofits that are able to adapt to changing needs over time gain the most from endowments. Strong and experienced management, successful transitions of leadership, and an active and diverse board are other leading indicators for success.
- Financial Responsibility — Groups that enjoy financial stability, fiscal accountability, a broad base of support, and a sound spending policy are able to maximize the benefits of an endowment program.
- Fund Development Capacity — To develop successful endowment funds, groups should have sufficient staff and volunteers to carry projects through to completion, as well as the potential to raise matching funds and a strong commitment to long-term fundraising strategies.
Get Started with EPP
Here’s how OCF’S program works. To become an endowment partner, we ask that you complete an organization profile to be reviewed by OCF management. Upon approval, your nonprofit organization and OCF will sign a mutually acceptable governing contract, known as a fund agreement, and a separate acknowledgement statement. As an endowment partner, you transfer a minimum of $25,000 to OCF, which we administer under the terms of the fund agreement.
- Interested in establishing an endowment partner fund?
For more information on establishing an endowment partner fund, contact a charitable gift planner in your region.
- Already have an endowment partner fund?
For questions regarding your organization’s fund, contact Valarie Rundquist.