Support Nonprofit Operations and Programs
Endowment Partner Fund
Oregon charitable organizations can create funds that support their own operations and programs in perpetuity with °Ä³¬Ö±²¥â€™s Endowment Partners Program. By joining this program, your organization takes an important step toward financial sustainability.
Benefits of an Endowment Partnership
- Resiliency from a reliable source of income and diversification of revenues.
- Attractiveness to donors who see the permanence of your mission assured by your endowment.
- Efficiency that allows you to focus on your core mission rather than managing your endowment.
- Professional guidance on complex gift transactions such as real estate.
- Access to deferred giving and °Ä³¬Ö±²¥ philanthropic advisors to offer charitable gift annuities and trusts to your donors.
- Investment in a high-quality, diversified investment program at reasonable costs.
Are you ready?
The creation of endowment is an important turning point for an organization. Does your organization have these key success factors?
- Strong leadership and experienced management, successful leadership transitions and an active and diverse board
- Financial responsibility and stability, fiscal accountability, a broad base of support, and non-endowed operating reserves
- Fund development capacity with sufficient staff and volunteers and a strong commitment to long-term fundraising strategies
Getting Started
To become an endowment partner, complete an application to help us better understand your organization's readiness for a permanent endowment. Once approved, your nonprofit organization and °Ä³¬Ö±²¥ will sign a mutually acceptable fund agreement, as well as a separate acknowledgment statement. A minimum of $25,000 is required to establish your fund.
Organization requirements:
- 501(c)(3) public charity status
- Registration with the Oregon Secretary of State and Oregon Department of Justice (as applicable)
- Operations (preferably headquarters) in Oregon
- A substantial mission of service to Oregon
Planned Giving for Endowment Partners
°Ä³¬Ö±²¥ supports endowment partner organizations in building their endowment through deferred gifts (also called planned gifts). For more information, download the Planned Giving for Endowment Partners brochure.
Resources
- Endowment Partners Handbook
- Guide to Endowment Partners Program
- Investment Program Information
- My°Ä³¬Ö±²¥ Endowment Partners User Guide
- Annual Investment Update Presentation Slides - 5.21.2024
- Accounting for Agency Endowment Funds with Gary McGee - Slides – 11.04.2021
- Accounting for Endowment Funds Held at Community Foundations - Gary McGee White Paper – 11.04.2021
- Planned Giving Basics for Endowment Partners Presentation Slides – 4-10-25
- Endowment Partners 101 Materials – 2025
- Endowment Partner 101 Webinar Presentation Slides - 2025