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The San Marcos COVID-19 Community Grants Program awards grants to support San Marcos residents affected by COVID-19. Learn more

The San Marcos COVID-19 Community Grants Program awards grants to support San Marcos residents affected by COVID-19. Learn more

Benefits of Non-Endowed and Endowed Funds for Nonprofits

Rancho Santa Fe Foundation knows the importance of planning for the future as a nonprofit. No service provider wants to have to scale back programming or even worse, close their doors because lack of funding. That’s why we offer a variety of nonprofit fund options to ensure future financial stability and success.

Non-Endowment Funds

Often, we meet with nonprofits and they have assets in a checking or savings, money market, or other low-return account. Assets like these can be transferred to a non-endowed fund at the Foundation and can grow over time. All money in non-endowment funds remain available to the nonprofit while growing in value over time.

RSF Foundation staff pride ourselves on the level of service we provide fund holders and will be there every step of the way to setup and help grow your fund to support your nonprofit’s
mission and support the San Diego community.

The Benefits of a Nonprofit Non-Endowment Fund include:

  • Multiple donors can contribute to the fund easily with a variety of assets
  • An online fund portal available to view contributions, available balance, fund reporting
  • Partnership with RSF Foundation staff and Board of Directors
  • Funds can be used to support special projects, general operations, etc.
  • It can be a way to start a fund that could be endowed in the future

Non-Endowment Funds at RSFF

$500,000 – Average size of a nonprofit non-endowment fund at RSF Foundation

45 San Diego nonprofits have chosen RSF Foundation to house their non-endowment fund

8% average annual return for funds (*based on the 10 year average, returns are not guaranteed)

From Our Partners

La Jolla Symphony & Chorus – Non-Endowed Fund Holder with Rancho Santa Fe Foundation

“All foundations say they are committed to their donors’ success, but not all act upon it. With Rancho Santa Fe Foundation, we have an active partner, a valuable resource, and an advocate.”

 

Endowment Funds

An endowment fund at Rancho Santa Fe Foundation is a permanent fund that builds a legacy for the future of a charitable organization. As it grows through contributions and investment earnings, the fund provides annual support for both the current needs and the long-term sustainability of the organization.

The Benefits of a Nonprofit Endowment Fund include:

  • You choose: maximum 5% payout, or let the fund continue to grow
  • $10,000 suggested minimum to establish the endowment fund
  • You can hold multiple endowments for different purposes or programs
  • Individuals may establish donor-directed endowments to benefit an organization

Endowment Funds at RSFF

$225,000 – Average size of a nonprofit non-endowment fund at RSF Foundation

52 San Diego nonprofits have chosen RSF Foundation to house their non-endowment fund

8% average annual return for funds (*based on the 10 year average, returns are not guaranteed)

Frequently Asked Questions about Endowed Funds:

Will the funds placed in an endowment fund remained endowed? Yes.

Can multiple donors contribute to the fund easily with a variety of assets? Yes

Can an endowed fund(s) be moved to another endowment host? RSF Foundation values customer service and can transfer an endowed fund to a new host.

What are the fees associated with the fund? Contact staff and we’re happy to discuss the specifics for setting up a fund.

 

Contact Chris Sichel, CEO at chris@rsffoundation.org | 858.764.0519 today to learn more about opening a non-endowed or endowed fund at RSFF.