Establishing a charitable fund at the DCF is
simple, joyful and powerful.
Establishing an endowed fund at the DCF helps strengthen your organization’s financial stability and frees you to focus on your mission. So far, more than 180 nonprofits have created funds at the DCF. You can be next.
Why Does Your Organization Need an Endowed Fund at the DCF?
- Develop greater financial stability.
- Provide your donors with a way to make planned gifts and access to the DCF’s gift planning expertise.
- Benefit from pooled investments. Because we invest for many organizations and donors, we have access to elite investment opportunities and top-tier advisors.
- Get endowment-building ideas and advice from the DCF’s team of experts.
- Increase your organization’s visibility.
- Increase your donors’ confidence.
- Be part of the DCF’s larger movement to make Delaware the thriving, vibrant community we’re all working for.
What the DCF Does for Your Organization
Manage and oversee the investment of the fund
Partner with you to help your donors make complex gifts, including planned gifts
Send acknowledgements and/or receipts for all gifts
File federal and state tax returns
Provide an independent audit
Issue quarterly financial reports
What to do Before Establishing a Fund
- Gather and itemize gifts of cash, securities, or other property valued at $25,000 or more.
- Set a goal for the size of the fund needed to achieve your organization’s objectives.
- Create an endowment development plan and a committee to grow the fund.
All funds are charged fees based on the DCF’s published Fee Schedule.
Are you ready?
Our team of experts will work very closely with you to identify the giving tool that’s right for you.