Designated Funds

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Designated funds

Helping local organizations sustain and grow

Establishing a designated fund allows you to support the good work of a specific organization that has touched your life. In addition to providing essential funding, your gift also provides planned giving and investment management services of Fresno Regional Foundation. Endowing the designated fund establishes a long-term funding source for a particular organization.

Donors: support an organization important to you

Because we handle the details of managing the fund, the nonprofit organization’s staff is freed up to focus on its mission. Fresno Regional Foundation can accept a wide range of assets, including gifts of appreciated stock or real estate. You can add to the fund at any time. If the organization you select ceases to exist or changes its mission, the fund can be redirected so that it continues to address your charitable intent.

Case Study: Sustaining the Fresno County Public Library

Visionary library supporters turned to Fresno Regional Foundation to create an agency endowment that would help support our public library. The Friends of the County Public Library Endowment Fund ensures that the library has funding for its operating costs and services over the long term.

CBOs: establish your own endowment

Nonprofit organizations can establish their own designated fund or agency endowment at Fresno Regional Foundation. It’s a simple and efficient way to build an endowment and help create sustainability for your nonprofit organization. Our experienced staff can help your organization develop planned giving programs and assist with investment management and administrative details.

Establishing your organization's endowment at the Foundation ensures donors that the endowed fund’s principal will not be spent and can grow over time, providing a source of lasting support. The Foundation’s economies of scale provide your organization the benefits of a diverse investment portfolio and low investment fees that typically come only with very large funds. Your organization’s regular donors can leave a bequest through Fresno Regional Foundation to benefit your organization forever and create a personal legacy.

Wondering what to give? We’re always happy to discuss the most tax-efficient, cost-effective gift options.

Benefits to CBOs:

The endowment provides a permanent source of revenue for your operations – money you do not have to fundraise every year to receive
You take advantage of our investment expertise—professional Management of funds and disciplined adherence to our investment policy, including asset allocation and regular rebalancing—and you can participate in a larger investment pool
It is operationally efficient for you since we relieve you of accounting and hands-on monitoring for your endowment; you receive reports of performance and are freed to focus on donors and programs
You maintain flexibility in how you use grants from the endowment, which is an unrestricted source of support for your mission (unless you or your donors designate a purpose or otherwise place restrictions on gifts)
Donor confidence is enhanced; donors trust the Community Foundation as a steward, knowing that fund principal cannot be invaded and that endowment will be managed for the greatest long-term benefit to your mission
You get increased exposure to the Community Foundation’s growing donor base and opportunities for collaborative public relations and marketing in our community
You have the Community Foundation as a partner in philanthropy for educating professional advisors about your endowment, meeting with top prospects, and assisting them with gift planning, accepting a wide range of gift types, and stewarding your endowment donors – as a result, donors are likely to make major gifts in support of your organization that they would not otherwise make

Types of funds

Planned giving

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