Quarterly Endowment Update - October 2019
Welcome to the October 2019 issue of InFaith Endowment News from InFaith Community Foundation. Below you will 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. More about InFaith’s portfolio investment performance from Cambridge Associates, InFaith’s investment manager, is available here.
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 Opportunity: Charitable Distributions (QCDs) & Appreciated Securities
Donors who are 70 ½ or older can give qualified charitable distributions (QCDs) from their IRA to your endowment or create a charitable fund that supports your organization and other charities.
In doing so, donors can avoid recognizing IRA distributions as income while they also meet the required minimum distributions (up to $100k can be given annually). They can also give appreciated assets, such as stock or real estate – all while avoiding capital gains.
Raising Awareness: Marketing Calendar
Looking ahead to 2020? To prepare for next year’s communications plan, be sure to make use of InFaith’s Marketing Calendar resource, found in the Endowment Marketing Toolkit. This marketing calendar splits the year into 24 two-week periods, providing you with suggested elements to ensure a successful year.
We’re Here to Serve You
If you have questions about how you can grow your endowment fund, please don’t hesitate to call us at 800-365-4172 or visit our website.