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Agency Endowments

Nonprofit groups may create "Agency Endowment Funds" under the umbrella of the HCCEF. Agency Endowment Funds assure the agencies of a permanent source of steady income to stabilize and strengthen programs.

No matter the size, your endowment will benefit by being part of HCCEF’s investment pool.

  • Highly diversified
  • Governed by the HCCEF’s Board of Directors and Investment Committee
  • Protected by HCCEF’s Investment Policy
  • Managed with professional consultation 
  • You will not require an Investment Committee to oversee your investments.
  • Leaves more board time for mission-related activities
  • Removes a significant level of organizational stress
  • All administration of your fund will be handled by the HCCEF.

You will receive:

  • Quarterly statements
  • An annual payout with the option to re-invest
  • Access to all information related to the management of your fund
  • Agencies can still book the asset in their audit
  • Agencies have the ability to restrict portions for specific purposes
  • If a donor makes an endowment gift to benefit a certain program or function, HCCEF can continually identify the gift balance and its intent
  • Should the agency want several funds for different purposes, HCCEF can keep the balances separate and distribute accordingly
  • Your agency will be listed in our annual report & will have a direct link on our website.
  • One more tool in your marketing toolbox.

Administrative and Investment Fee: 1% annually of the fund balance


This site developed through a grant from the Iowa Community Vitality Center