Endowment Funds
How Do You Start an Endowment Fund?
An established endowment fund is a bedrock of financial stability, which in turn attracts the attention of donors and investors. But how do you get started? And which type of endowment is the right choice for your organization?
The Four Steps to Setting Up an Endowment Fund
Our guide explores the four steps organizations must take to properly set up their endowment fund, including:
- Analyzing and selecting the right type of endowment fund
- Establishing your endowment
- Building awareness around policies and state rules (including investment, withdrawal, and usage policies)
- Finalizing agreements and developing growth strategies for the fund