Endowment Calculator

See How Your Gift Grows

Through a permanently endowed fund, your charitable gifts can do more good than you ever thought possible. Try our endowment calculator to see what your gift can accomplish.

Term Market Value
(7.5% Growth Rate)
Admin. Fees
(1.00% Fee Rate)
Annual Grants
(5.0% Gift Rate)
Total Grants
5 years
10 years
15 years
20 years
25 years

IMPORTANT: The results provided by the Endowment Calculator are intended for illustrative purposes only and are not guaranteed. The illustration should not be relied upon nor deemed as endowment fund advice. The investment projections, outcomes and other information generated by the Endowment Calculator are hypothetical in nature, are based on community foundation investment goals and policies, and do not reflect actual investment results. Results may vary with each use and over time, and they are not guarantees of future results. Projections assume annual return of 7.5%, administration fees of 1.00% and an annual distribution rate of 5.0%. Administrative fees vary by fund. No market value averaging formula is being used. This tool uses a three-year average balance to compute the amounts distributed from endowed funds. Formulas assume half of the distribution occurs in the beginning of the year with the other half at the end of the year.

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