Nonprofit Endowment Toolkit

This toolkit is designed for the nonprofits that hold a named permanent endowment fund at the Community Foundation for Palm Beach and Martin Counties.  The tools listed here are intended to help you promote and build your endowment fund through the implementation of planned giving strategies. 

Planned giving is usually used by philanthropic individuals as part of their estate and tax planning and will involve the transfer of assets to a nonprofit for a tax deduction or to lessen the taxes on their estate for the benefit of the nonprofit and for their heirs.

The toolkit provides the following:

If you'd like to learn more about opening a Nonprofit Fund, please call us at (561) 659-6800.