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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.)
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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.)
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