We work closely with our nonprofit partners to help them grow their endowments and generate a reliable revenue stream.

Benefits of Endowment Partnership

Dozens of area nonprofits partner with our foundation on their Agency Endowments because it enables them to:

More than 50 nonprofits have established Agency Endowments with us to date, including the United Way of Southeastern Connecticut, Safe Futures, the town of Pomfret and the Children’s Museum of Southeastern Connecticut. View the complete list of our nonprofit endowment partners

The pool of Agency Endowments under our stewardship is currently valued at over $3 million. Each agency’s funds are invested as part of our overall investment pool, but tracked as distinct, separate funds. We distribute a portion of the funds back to our agency partners every year, according to a pre-determined spending formula that is carefully calculated to allow the funds to grow, while providing a reliable income stream.

The Fine Print

We ensure that all nonprofits who establish an Agency Endowment fund with us are aware of the following:

We would welcome the opportunity to work with you on your endowment.