Endowment Fund Setup

Establishing a Sustainability Future

At the 2Wanda Community Foundation (2WCF), we understand the importance of establishing an endowment fund as a sustainable source of financial support for your organization’s long-term goals. Our Endowment Fund Setup Assistance service is designed to guide nonprofits and social enterprises through the process of creating and managing an endowment fund that aligns with their mission and vision. Endowment funds start at $25,000 or greater.

  • We provide personalized consultations to help you understand the benefits and responsibilities associated with establishing an endowment fund. Our experienced team will discuss your organization’s goals, financial needs, and the specific impact you wish to achieve through the endowment.

  • We assist you in developing a comprehensive plan for your endowment fund. This includes defining the fund’s purpose, setting funding targets, and outlining strategies for fundraising and investment.

  • Navigating the legal and regulatory landscape is crucial for endowment funds. We offer guidance on compliance with IRS regulations and state laws, ensuring that your fund is set up correctly and maintained according to best practices.

  • Our team helps you establish an investment strategy tailored to your organization’s risk tolerance and financial objectives. We provide insights into asset allocation, investment vehicles, and performance monitoring.

  • We offer resources and strategies for raising funds for your endowment. This includes developing fundraising campaigns, donor engagement strategies, and promotional materials to effectively communicate the value of your endowment fund to potential donors.

  • After the establishment of your endowment fund, we provide ongoing support and management services. This includes regular performance reporting, fund administration, and assistance with donor stewardship.

WHAT WE OFFER?

Why Choose 2Wanda Community Foundation?

  • Expertise

Our team has extensive experience in nonprofit management, endowment fund development, and financial planning, ensuring you receive informed and practical guidance.

  • Customized Support

We recognize that each organization is unique. Our approach is tailored to fit your specific needs and objectives, helping you create a fund that truly reflects your mission.

  • Commitment to Sustainability

We are dedicated to empowering organizations to achieve long-term financial sustainability through the establishment of endowment funds that secure their future.

Get Started Today

If you are ready to take the next step toward establishing an endowment fund for your organization, contact us at the 2Wanda Community Foundation. Together, we can create a solid foundation for your mission to thrive and make a lasting impact in your community.

Endowment funds start at $25,000 or greater.

Disclaimer: At the 2Wanda Community Foundation, transparency is our top priority. We allocate 75% of donations directly to programs and initiatives that provide essential support to our beneficiaries, ensuring your contributions create meaningful impact in our community. The remaining 25% is allocated to administrative and operational expenses, as well as our endowment fund, allowing us to effectively fulfill our mission. We are dedicated to maximizing the value of every donation to empower and uplift those we serve. Your support truly makes a difference