Set Up an Agency Fund and Build a Sustainable Financial Future
The many advantages of an agency fund.
An agency fund helps nonprofit organizations build long-term assets and serves as a home for reserve funds. Nonprofits that have agency funds enjoy low-cost investment options and third-party oversight of their assets. Plus, nonprofit staff can access our expertise by connecting with our philanthropic advisors.
How an Agency Fund Works:
- Quickly and easily set up an agency fund with one simple document.
- Choose how to invest the fund's assets.
- The Community Foundation receives contributions from the agency to the fund, and the Foundation processes grants from the fund back to the agency.
- Staff and volunteers who oversee the agency's finances can view the fund balance, contributions and grants 24/7 through an online donor portal.
To set up an agency fund, download and complete our Agency Fund Agreement PDF form and return to firstname.lastname@example.org.
If you would like to speak with a Community Foundation representative to guide you through the process, contact Philanthropic Advisor Nicole Stuke at email@example.com or 816.627.3404.
Interested in opening an agency fund?
If your organization has long-term assets to invest, we can help.