By choosing to establish a nonprofit fund at the Vermont Community Foundation, you are helping to build healthy and vital Vermont communities, while gaining access to world-class investment services and receiving support from an organization whose only business is philanthropy.
We offer two types of funds for nonprofits: The Nonprofit Endowment Fund (formerly known as the Nonprofit Agency Fund), and the Nonprofit Reserve Fund (new as of October 2013). The main differences between these two funds are in how your organization accesses the assets in the fund and in the fee structure.
Read the Question & Answer Sheet [PDF, 144KB].
See a Comparison Chart [PDF, 107KB]
We currently manage over 140 nonprofit endowment funds for various nonprofits in the state, including the Vermont Land Trust, St. Johnsbury Athenaeum, Flynn Center for the Performing Arts, Chelsea Public Library, Rutland Health Foundation, and the Brattleboro Area Drop-in Center. See a complete list of our nonprofit fundholders.
Here are some of the benefits of establishing a nonprofit fund with us:
- World-class Investment Management
Because our investment dollars are pooled, with current invested assets more than $160 million, we have access to opportunities and expertise not available to smaller investors. We work with Colonial Consulting, a New York-based investment consultant that serves 94 clients, including 27 community foundations. To learn more about our investments and see returns from the most recent quarter, click here.
- Fund Management Services
We provide basic administrative services, including accounting and record keeping. We can also provide you with technical assistance for various types of gifts, including appreciated securities, real estate, closely-held stock, insurance policies, tangible personal property, and bequests.
- Planned Giving Partnership Program
We have a planned giving consultant/Certified Financial Planner™ who consults for the Foundation, and our turn-key planned giving program features charitable gift annuities, charitable remainder trusts, and charitable lead trusts. Any Vermont nonprofit can partner with us, and the program requires no upfront investment, additional staff training, or organizational liability. Read more about the program.
- Increased Donor Confidence
Having a fund at the Foundation gives your organization an affiliation with a respected statewide public charity. Our history and mission can help reassure your prospective donors who value the stewardship we provide.