New Resource: Nonprofit Endowment Toolkit
Feb 10, 2026
As nonprofits set goals for the year ahead, long-term sustainability may be top of mind. If building or strengthening your nonprofit endowment is part of that vision, we created a new resource to support you.
Our Nonprofit Endowment Toolkit is designed to help nonprofits and their boards understand, grow and steward an endowment—providing stability, predictability and lasting support for your mission. Whether you are a small community-based organization or a large regional institution, an endowment helps you plan beyond today and expand your impact for generations to come.
With decades of experience supporting nonprofits in our community, our team understands the opportunities and challenges you face. We pair financial expertise with deep knowledge of local donor behavior, legacy planning and charitable giving. We're more than advisors—we're partners committed to helping you build a lasting legacy.
The toolkit outlines how the Community Foundation supports organizations through endowment management and personalized planned giving options. It also includes:
- Answers to commonly asked questions about endowments
- A glossary of key endowment terms
- Guidance on how we accept various gifts
- Step-by-step insight into the grant and gift process
You'll also find practical marketing resources, including tools for talking with donors about your endowment, a year-round marketing calendar and guidance on promoting planned gifts. Resources are included to help your staff and board feel confident discussing your endowment and its impact.
Access the Toolkit Here
In addition to the toolkit, the Community Foundation offers a variety of resources to support your goals, including:
As always, our team is here to help. Please feel free to reach out and we will connect you with the resources best suited to your organization.