Nonprofit Endowments
The Story County Community Foundation offers agency funds as an opportunity to establish an endowment to support your organization's mission and work. This offers your donors a unique charitable giving vehicle to support your organization's needs today and well into the future.
Consider an Agency Fund if You:
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Are a nonprofit organization with an IRS 501(c)(3) status.
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Want to support the growth and stability of your organization.
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Are eager to increase investment efficiencies – funds are pooled to receive maximum return and lower fees.
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Want to maximize tax-wise giving opportunities for your donors by offering access to the Endow Iowa Tax Credit and the ability to accept a variety of gifts.
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Seek to build your agency fund through planned gifts and estate planning strategies.
Financial Facts:
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An agency fund can be established in any amount and with a variety of asset types.
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The ability to combine funds into professionally managed portfolios allows greater diversification of investments and access to investment vehicles that would not be possible for individual funds.
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Click here to view the our administrative fee structure