Quarterly Endowment Update - January 2020
Happy New Year from InFaith Community Foundation! Below you’ll find a link to your quarterly statement, a planned giving topic for you to share with your supporters, ideas to grow awareness of your endowment fund and other timely updates as part of InFaith Endowment News, InFaith’s quarterly report to organizations with endowment funds.
Your organization’s quarterly statement is now available online. If you serve as your organization’s Fund Advisor, click here to login and access your statement.
InFaith continually monitors the performance of its investment portfolios with the assistance of investment advisors Cambridge Associates and Veris Wealth Partners. To view 2019 investment market commentary and activity, visit inFaithFound.org/update.
If you are not a Fund Advisor and want to review your organization’s statement, speak to your Fund Advisor for access. Please take a moment to keep your organization’s contact information up-to-date by completing this form and returning it to InFaith with any changes.
Year-End Charitable Planning
With Thanksgiving and Christmas ahead, now is a great time to remind people about your Endowment Fund’s presence and impact. If your organization’s fiscal year ends in December, consider sending a year-end letter in early December. Download InFaith’s Endowment Marketing Toolkit to view a year-end letter sample.
Planned Giving Topic: Additional Gifts over Investment Return
All gifts, whatever the size, help grow the mission of your organization. It’s also true that the endowment fund grows more quickly with additional gifts than by investment return alone. There are many ways that supporters can give to your fund, and each offers maximum tax benefits based on when and how assets are given.
In each case, InFaith’s professional gift planners are available to assist individuals make gifts that match their financial circumstances and provide the donor with maximum deductibility for income, gift and estate tax purposes. InFaith can also accommodate those who wish to remain anonymous in their giving but require legal substantiations of their gifts for tax purposes.
Visit infaithfound.org/giving/ways-give to learn more about InFaith's giving options.
Raising Awareness: Customizable Endowment Brochure
Among one of the many resources available to endowments at InFaith is a customizable brochure. With your input, InFaith creates a brochure that outlines giving options and provides customized content with your endowment fund’s mission and purpose. Once finalized, InFaith provides you with a PDF that you may take to your selected printer. To get started, fill out this request form.
We’re Here to Serve You
InFaith staff is here to support you this year. If you have questions, please call us at 800-365-4172 or visit our website at inFaithFound.org. Feel free to forward this newsletter to others in your organization who may be interested.