Endowment Building Toolkit

The Community Foundation of Southeastern Alberta has released an Endowment Building Toolkit to assist non-profits and charities in establishing their own endowment fund.

This is a guidebook to understanding and establishing an Agency Endowment Fund with a Community Foundation. 

Download Here: Endowment Building Toolkit (Digital Version)

In 2022, The Community Foundation of Southeastern Alberta received grant funding from the Government of Alberta’s Civil Society Fund for The Endowment Building for Sustainability Project. The goal for this project was to design and pilot an endowment building toolkit to assist non-profits and charities in establishing their own endowment fund by partnering with their closest geographical Community Foundation to ensure long-term, unrestricted funding.

Agency Endowment Funds provide organizations with a simple and efficient way to build capacity and sustainability. It is a safe and simple way for an organization to establish their own endowment.

Endowments ensure organizations have the capacity to focus on their mandate and the services they provide while avoiding continuous and exhaustive fundraising and grant writing. Agency Endowments provide an opportunity for philanthropists to contribute to the charities of their choice while investing into the long-term financial stability and future of the organization. Donors can be sure that the endowed fund’s principle will not be spent and can grow over time, providing a source of lasting support for the organization.

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