Create a Nonprofit Fund

Become a nonprofit partner with Silicon Valley Community Foundation, by establishing a nonprofit investment or endowment fund. We manage assets and reserves for nonprofits and private foundations to ensure that you continue to serve our region for years to come.

NONPROFIT FUNDS

Nonprofit Investment Fund: The organization revocably authorizes Silicon Valley Community Foundation to manage the money in its fund. The organization can request and receive the entirety of its assets back at any time. The fund is recorded on the organization's books as an asset.

Nonprofit Endowment Fund: The organization irrevocably gifts the fund and all future earnings to the community foundation in perpetuity. An annual payout consistent with our spending policy is designated to the nonprofit. This option is best for organizations that want to assure donors that the endowment's principal will not be invaded or honor a donor's bequest of an endowment fund.

Establish a nonprofit fund with a gift of $10,000 or more. All contributions to these funds come from your organization directly. (We cannot accept charitable gifts from individual donors to Nonprofit Investment Funds.)


How To Get Started

Consult with your board of directors to determine what type of nonprofit fund you would like to create (a Nonprofit Investment Fund or a Nonprofit Endowment Fund) and the amount you would like to invest with the community foundation.

For Nonprofit Endowment Funds:

For Nonprofit Investment Funds:

  • Review our Investment Disclosure Statement for Nonprofit Investment Funds (contact business services staff for a copy)
  • Sign and complete an Agency Agreement Form, which includes your investment allocation options (contact business services staff for a copy)
  • Return the Agency Agreement Form to our business services staff
  • Send your check or wire funds to Silicon Valley Community Foundation

Establish a nonprofit fund with a gift of $10,000 or more. All contributions to these funds come from your organization directly. (We cannot accept charitable gifts from individual donors to Nonprofit Investment Funds.)