While competitive grants may be crucial to your organisation’s operations, they are likely your least reliable source of revenue. An agency endowment fund can generate a predictable stream of income for your mission while the rest of your investment grows in perpetuity – so you can do good forever.

Nonprofit agencies can set up their own endowment fund to ensure a consistent stream of income that can be used to support their charitable and other goals. Currently, the Foundation administers several agency and designated agency funds of different sizes and types. We are eager to help your organisation too.

By placing your agency’s endowment fund with the Bermuda Foundation, you benefit from the substantial experience and knowledge of our financial and investment advisors. They can offer advice and guidance on everything from what financial tools can be used to set up the endowment, to ideas for marketing your endowment.

Why start an agency endowment fund at Bermuda Foundation?

We offer predictability

An endowment fund generates a permanent, predictable stream of income for your mission while the rest of your investment grows in perpetuity – so you can do good forever

We protect your money

Gifts to your fund are above board. Your fund agreement offers the flexibility to meet immediate needs, yet ensures assets are always there to meet your long-term mission. The community foundation protects them from being spent for any other purpose.

We invest your funds prudently

Our investment aims for superior long-term returns with minimal risk. We take our responsibility of preserving the endowment for future generations seriously, and our Finance and Investment Committees are committed to maintaining a diverse, balanced portfolio managed by trusted advisors.

We make your work easy

Once the community foundation receives a gift to your fund, we process and acknowledge that gift immediately, usually within 5 business days. We reconcile your fund monthly and mail quarterly financial statements to the fund representative of your choice.

We offer visibility and credibility

Having an endowment fund at the community foundation shows you are a viable, sustainable organisation. It also gets your name in front of thousands of community foundation donors and fundholders, both in print publications and on our website.