Agency endowment funds

More agency endowments,
started on the right footing

Most nonprofits that could open an agency fund never ask. EndowPath helps your foundation find them earlier, prepare them well and see every conversation through.

From first visit to fund agreement

1. Find them earlier

Share one link in newsletters, convenings and grant portals. Every nonprofit that finishes the assessment becomes a profile you can see.

2. Know who’s ready

Readiness bands and section scores show who could start a fund now and who needs a reserve policy or a board conversation first.

3. Prepare the board

Nonprofits get a board guide that explains endowments in plain terms, so the vote doesn’t stall.

4. Follow through

Scheduling, briefs, notes and shared next steps keep every conversation moving, with an owner and a date.

See what’s working

Reports show how many nonprofits started and finished the assessment, how many asked to talk, how fast your team replied and how many meetings ended with a written next step.

Common questions

What is an agency endowment fund?

A permanent fund a nonprofit opens at a community foundation. The foundation invests it, and the nonprofit receives yearly distributions under the fund’s spending policy.

Does EndowPath hold or invest the funds?

No. EndowPath is assessment and workflow software. Your foundation holds and manages agency funds as it does today.

How long does a pilot take?

About twelve weeks: setup, around eight weeks live, then a review against measures we agree with you before launch.

See it with your foundation’s brand

Book a demo