Connecting People Who Care with Causes that Matter

For Nonprofits

Building for the Future: Creating a Non-Profit Endowment Fund

The Community Foundation is an ideal vehicle for building an endowment to help any non-profit organization better meet current challenges and provide long-term stability for the future of the organization. The Community Foundation provides investment oversight of the funds and many other services.

What is an agency endowment?

An agency endowment, which grows through gifts from generous donors and investment income, is a permanent pool of charitable dollars whose earnings benefit a specific organization. Only a portion of the earnings are spent for purposes determined by the nonprofit’s board, or in some cases, the wishes of the donor.

Who should create an endowment?

Organizations with an outstanding track record of service to the community, strong leadership and management, financial stability and accountability, a committed and diverse pool of donors, board and staff commitment to the effort, and the capacity to engage in this long-term fundraising strategy are the best candidates for endowment development.

Why does your organization need an endowment?

An endowment demonstrates that your organization has made a long-term commitment to your mission. It provides an additional source of annual income. Endowment earnings can be used each year to help fund operations, programs, and unanticipated needs.

Who can establish an agency endowment with the Foundation?

An agency endowment can be established by a non-profit, tax-exempt 501(c)(3) organization or by a donor of that organization.

How do you set up an endowment?

Your board can readily establish an endowment with the Community Foundation by completing an agency fund agreement and making an initial contribution of at least $5,000.

How can you build your endowment?

  •  Select a committee to plan the effort, fundraise, and meet with potential donors.
  • Create an endowment building plan which includes responsibilities of staff and board, strategy for building the endowment, an investment policy, a spending policy, a gift acceptance policy, a marketing plan and a donor recognition plan.
  • Seek donations of cash, appreciated securities or planned and deferred gifts.
  • Encourage donors to include your organization in their wills.
  • Become educated about endowment building and planned giving. Staff and Board must be able to explain the difference between annual fund, capital fund and an endowment.
  • Contact us. We can help simplify the endowment building process.

Upcoming Events

Feb
23
Fri
2018
Wine Down & Paint for the Playground – Warwick Playground Dreams @ Warwick Valley Winery and Distillery
Feb 23 @ 7:00 pm – Feb 24 @ 1:26 am

Join Warwick Playground Dreams for a night of art and fun! 

Includes:
Art instruction and painting supplies
Two wine glasses and a bottle for painting
Cork light for your finished bottle
Glass of wine
Cheese & Fruit Plate to share

Advance reservations and payment is required
$50.00 donation per person. 
6:45 PM check in.

Mar
4
Sun
2018
Fundraising Event at Guido’s Pizzeria & Restaurant to Benefit Christina Cares: The Kara-Lynn Project @ Guido's Pizza Parlor
Mar 4 @ 12:00 pm – 10:00 pm

Mar
7
Wed
2018
SAIL Empowerment Group @ Warwick Reformed Church
Mar 7 @ 6:45 pm – 8:15 pm

*Snow date March 14*

Strategic Access to Independent Living shared experience support for high functioning adults with special needs and their caregivers.

Guest Speaker:
Sher Singh
Family Self-Sufficiency Rep
PathStone

RSVP 877-598-7245

Mar
18
Sun
2018
St. Pat’s Ramble Grand Marshal Reception @ Ward's Bridge Inn
Mar 18 @ 1:00 pm – 3:00 pm

The St. Pat’s Ramble Committee will host a Grand Marshal Reception in Honor of Charlotte Palumbo. 

Tickets to attend are $25.00 per person – cash bar. 

Reservations are required.

Mass will be held at 11:30 on Sunday March 18 at Holy Name of Mary-Assumption Church, where St. Patrick will be honored and Charlotte Palumbo will be recognized.

Apr
21
Sat
2018
SAIL Comedy Night @ Jokers Comedy Club
Apr 21 @ 7:00 pm – 10:00 pm

Support Strategic Access to Independent Living for high functioning members of the special needs community. 

Doors open at 7:00 PM 
Performance at 9:00 PM

Tickets $20.00 each

jokerscomedyclubny.com

Apr
28
Sat
2018
Stewart Airport 5K on the Runway! @ Stewart International Airport
Apr 28 @ 9:00 am – 12:00 pm

John us on the RUNWAY at Stewart!

5K fun run at Stewart Airport on the Runway to support the Hudson Valley Cancer Resource Center! This is our 3rd annual 5K fun run, Saturday, April 28th at Stewart Airport! Register for the 5K on the Runway by April 7th before prices go up!! 

Use code 5KRWY for $5 off pre-registration!!

Have you run with us before? Use code RE5K18

Come run or walk with us at Stewart Airport! We’ll have food, music, gifts and auction items!

May
12
Sat
2018
Nora Cronin Presentation Academy – Latin Dance Party Concert/Celebration @ Ritz Theater
May 12 @ 6:30 pm – 11:00 pm

On Saturday, May 12, 2018, NCPA will present a new Major Spring Fundraising Event, a Latin Dance Party Concert/Celebration featuring Tito Puente Jr. and his Ensemble, at the Ritz Theatre in Newburgh, NY. NCPA Board member Linda Magnusson Rosario and her husband Steve, have graciously agreed to underwrite this event, but we need your help to not only ensure a sold-out concert, but help pave the way to make this opportunity an annual spring fundraising event. 

How can you help? It’s simple- please mark your calendar, and help publicize the event, become a NCPA Latin Dance Party Ambassador by reaching out to your personal and business contacts to become sponsors of the vent, to buy tickets and/or place an ad in the vent program. 

We are also organizing a committee to assist with the event logistics, and if you’d like to be part of this committee, please contact me at DAassociatespr@gmail.com. 

Show your support today! We appreciate your assistance in making this Annual Spring Event a cornerstone of our NCPA fundraising efforts. 

Event details are posted on our website: www.noracroninpresentationacademy.org

Jun
11
Mon
2018
1st Annual Dustin James Fallen Police Officer Memorial Fund Golf Tournament @ West Hills Country Club
Jun 11 @ 11:00 pm – Jun 12 @ 8:00 pm

To purchase tickets or sponsorships via credit card click here. 

To purchase tickets or sponsorships via cash or check please email dustinjamesmemorial@gmail.com

$150.00 per golfer – includes greens fees, cart, range balls, lockers, lunch cocktail hour, dinner, 2 hour open bar and welcome bag
$65.00 cocktail hour/dinner ticket – includes 2 hour open bar and dinner

Click here to view a full list of sponsor opportunities.

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30 Scott’s Corners Drive, Suite 203
Montgomery, NY 12549
Ph: (845) 769-9393
Fax: (845) 769-9391
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Text CFOSNY to 22828 to sign up for our mailing list – Message and data rates may apply

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