Endowment Toolkit

CONTACT US

Contact us to receive brochures or other materials to assist you in your endowment building efforts.

Laura Booth - Copy

Laura Booth, CRFE
319.774.2367
laura.booth@gcrcf.org


Part of the mission of the Greater Cedar Rapids Community Foundation is to help strengthen area nonprofit organizations. One of the many ways we can help is by providing support for endowment building. Working together, we can help your donors leave a meaningful and personal legacy for your nonprofit.

The resources below are available to assist you in facilitating the wishes of your donors and strengthening your nonprofit’s endowment building efforts.

Endowment Fund Tools:

Endow Iowa Tax Credits

Agency Fund Type Comparison

Agency Fund FAQ

Accounting for Agency Endowment Fund and Designated Funds

Gifts We Accept

Distribution Policy

10 Year Endowment Projection

20 Year Endowment Projection

Pledge Card Suggested Wording

Endow Iowa Brochure

Stock Transfer Information Sheet

Affiliate Endowment Campaign Outline

 

Agency Investment Management:

Agency Investment Options

Investment Management 

Investment Committee List

Overview of Fund Evaluation Group, Our Investment Manager

Environmental, Social and Governance (ESG) Pool

ESG Fund Details from Fund Evaluation Group

Investment Pool Transfer Request: Agencies Less than $100,000

Investment Pool Transfer Request: Agencies Greater than $100,000

Quarterly Investment Updates

 

Information about the Community Foundation:

General Community Foundation Brochure

List of Agencies with Endowments

 

Links and articles about endowment building:

Taking Control of your Fund Development Plan – Presentation

Taking Control of your Fund Development Plan – Worksheet

Turning Annual Gifts into an Endowment Fund, Jerold Panas

Bequest Giving Donors, Jerold Panas

Responsibilities of the Campaign Manager, Jerold Panas

Annual Fund Presentation