Endowment Toolkit


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

Arthur Kim
Development Officer

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

Nonprofit Fund Type Comparison

Nonprofit Fund FAQ

Accounting for Nonprofit 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


Nonprofit Investment Management:

Nonprofit Investment Options

Investment Management 

Investment Committee List

Fund Evaluation Group

Environmental, Social and Governance (ESG) Pool

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

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

Quarterly Investment Updates


Information about the Community Foundation:

General Community Foundation Brochure

List of Nonprofits with Endowments


Links and articles about endowment building:

Growing an Endowment for your Nonprofit

Taking Control of your Fund Development Plan – Presentation

Taking Control of your Fund Development Plan – Worksheet

Responsibilities of the Campaign Manager, Jerold Panas

Annual Fund Presentation