The Rancho Santa Fe Foundation is in the business of working with our regional nonprofit organizations to build and manage their charitable endowments. While the Foundation supports virtually every worthy, non-profit in the Greater San Diego region, we also encourage these organizations to establish their own endowment. More than sixty agencies have endowments with the Foundation, and all agree that there are many benefits, including:
- An endowment provides a long-term future income stream to augment the operating budget.
- A well-managed endowment can create donor confidence and continued support.
- With a community endowment there is less reliance on other funding sources for financial well-being.
- Management of the endowed funds at the Rancho Santa Fe Foundation, with its exemplary track record for reliability and investment performance, enables the agency to focus on superior programs and operations, not investment management.
Invest in the Future
We provide investment oversight, saving your staff and Board time, and enabling you to focus on growing your program. Your agency’s funds are co-mingled with other endowment funds for investment purposes, which reduces investment management fees. Once established, the fund’s income can be directed each year to your organization’s operating budget, giving you additional revenue to support your good work.
Your Service Partner
As it has with numerous charitable organizations, the Rancho Santa Fe Foundation can help you set up an endowment tailored to your organization, quickly and efficiently. Once established, the Foundation will provide excellent professional management of your endowment—management that frees you to focus on fund-raising and program development. The Foundation is your service partner, providing excellent third-party management including:
- Competitive administrative fees
- Timely distributions
- The ability to accept complicated stock gifts, planned gifts, gifts of real estate or life insurance on your behalf
- Assistance with particular donors or gifting situations
- Complete documentation of grants made and gifts received into your endowment fund
- Facilitation of donor acknowledgements
- Quarterly Fund Status Reports
The Rancho Santa Fe Foundation also offers educational workshops to assist you in developing the capacity of your organization.
Five steps to opening an agency endowment fund
- Talk to our staff. We are here to discuss the details of creating an endowment fund with you.
- Engage your Board. Our staff will assist you in developing a case for the creation of an endowment that can be presented to your Board of Directors.
- Complete the paperwork. Our fund agreement is all you need to get started. Please contact us with any questions.
- Tell us about your goals. Our goal is to help your organization fulfill its mission.
- We handle the administrative details. Once your fund is established, we are the fiduciary. We manage the investment of your fund, conduct monthly reviews of performance against benchmarks and provide you with quarterly Fund Status Reports.
