If you are a charity and you establish an agency fund with us, we will provide you with the following expertise and services:

    • A fund that enables a consistent income stream to support your goals. Each year, income earned on the organization’s fund is available to be used by the charity or can be reinvested in the capital, or held for further years.
    • Guidance regarding financial tools to set up the fund and ideas on how to market your fund.
    • Professionally managed investment pool.
    • Quarterly fund statements.
    • Your charity can focus on your core business and let us focus on administering your endowment.

List of Funds

If you’re interested in learning more about setting up an agency fund, please contact us.

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