Nonprofit Endowment Funds
The Denver Foundation helps nonprofit organizations build sustainability, and a legacy.
At The Denver Foundation, we work to build a better future for everyone – including the many nonprofit organizations that share our Denver home. We are dedicated to the nonprofit community’s long-term success, which is why we provide services to help the sector learn, grow, and thrive.
For many nonprofits, creating an endowment is a path to building long-term sustainability. Yet it can feel like a momentous task, especially for small organizations and those in the early stages of operation. You may wonder: Are we ready for an endowment, especially when we’re already busy serving our community?
When you partner with The Denver Foundation, the answer is yes. We will work with you to establish a nonprofit endowed fund that will support your organization’s financial future -- and allow you to focus on your mission.
Why partner with The Denver Foundation?
As the largest and oldest community foundation in Colorado, The Denver Foundation has more than 90 years of experience managing philanthropy for individuals, businesses, families, and nonprofits. Currently, the Foundation holds endowment and advised funds ranging from $25,000 to $8 million for more than 100 nonprofits in Metro Denver. The Denver Foundation’s roots are deep. When you place your endowment funds at The Denver Foundation, you reassure donors that funds earmarked for the future will be carefully, expertly managed.
How does it work?
The Foundation manages your fund as part of a high-performing unitized investment pool. An annual percentage (3-5% typically) is distributed to your organization via an annual payment, on flexible terms that meet your needs. You decide when, or if, to receive an annual distribution to meet current and long-term financial goals.
Along the way, you receive a full range of services from The Denver Foundation, including back office support for the endowment fund; continuing educational opportunities provided at no cost, and ongoing support from the Philanthropic Services Group. We’ll even work with you to ensure your investments match your organization’s values.
What’s the return, and how much does it cost?
Endowment funds are intended for perpetual asset growth. Endowment funds offer an annual distribution of a percentage of assets determined at the time the agreement is signed, generally 3-5%. The administrative fee for service is 1%. The investment of our nonprofit endowment funds are advised by nationally renowned Monticello Associates and overseen by The Denver Foundation's investment committee.