Build a Sustainable Financial Future with an Agency Fund

Your nonprofit organization can build long-term assets and establish a home for reserves at the Greater Kansas City Community Foundation. The Community Foundation leverages more than forty years of experience and billions in assets to offer nonprofit organizations a reliable, cost-effective option for long-term investments.

Today, hundreds of 501(c)(3) public charities trust the Community Foundation with approximately $500 million in agency funds. These organizations come to us for third-party oversight of their assets and enjoy connecting with our philanthropic advisors and investment professionals to access our unique industry expertise.

What You Receive with an Agency Fund

• Access to low-cost investment options
• Personal service from philanthropic advisors and investment professionals
• 24/7 online access for staff and volunteers to view the fund balance, contributions and grants
• Monthly newsletter with investment commentary and philanthropic insights
• Education on trending charitable topics
• Annual investment review meeting

Invest Assets to Meet Your Objectives

When you set up an agency fund, you can select a custom investment mix that aligns with your organization’s time horizon and risk tolerance. The Community Foundation’s investment pools are low cost and diversified across multiple asset classes, and you can adjust your selections as needed to meet your investment goals. Our Board-appointed Investment Committee made up of seasoned local financial professionals oversees the investment pools.