Sophisticated Professional Investment Management

Funds are professionally invested under the supervision of local, community-based financial experts who have experience in building and preserving funds in perpetuity. Agency funds are pooled with other assets of the Community Foundation for diversification. An agency fund relieves agency staff and board of responsibility for accounting and management of its invested funds.

Strong Reputation for Fiscal Stewardship

Nonprofits with agency funds may enjoy the increased visibility provided by being a part of our larger giving community. An agency fund may enhance the organization’s fundraising prospects because some donors may prefer the relative long-term security of the Community Foundation.

Acceptance of Unusual Assets

Agency funds can receive the benefits of gifts that are highly advantageous to donors but can sometimes be difficult for nonprofits to process. These include, but are not limited to, privately held stock, mutual fund shares and real estate.

Planned Giving Resources

Agency funds can utilize the Community Foundation documents and resources to help donors with their charitable interest with wills, bequests and other planned giving tools.