Nonprofit organizations wishing to establish a fund at the Foundation can benefit from professional investment management. The goal of an agency fund is to provide long-term support by distributing the fund’s earnings back to your organization. The oversight we provide allows nonprofits to spend less time on investment management and place greater focus on what’s truly important—fulfilling your organization’s mission. Download our Agency Fund Guide to learn more.

If you already have an agency fund, you can use these forms to change authorization or if the fund is non-endowed, make a request for distribution.

Your Fund Statement

You may view a mocked-up fund statement here to help you better understand how they work, and what certain sections mean.

Fund statements go out approximately 45 days after the close of the quarter.

Our schedule is as follows:

  • Mid- February
  • Mid – May
  • Mid-August
  • Mid-November

We are not able to offer electronic statements at this time. We are hoping to soon provide this option and will be sure to let you know as soon as it is available.