Build a Sustainable Financial Future with an Agency Fund
Helping nonprofits invest mission-critical dollars
The Community Foundation offers nonprofit organizations a reliable, cost-effective option for long-term investments through agency funds.
In trusting the Community Foundation as your agency fund provider, you can expect:
Access to Low-Cost Investment Options
With decades of investment expertise and over $5 billion in assets, the Community Foundation’s robust buying power allows us to offer low-cost investment pools, diversified across multiple asset classes. You can select a custom investment mix that aligns with your organization’s time horizon and risk tolerance. Our Board-appointed Investment Committee made up of seasoned local financial professionals oversees the investment pools.
Flexibility in Managing Your Agency Fund
You can access the assets in the agency fund at any time. You are welcome to request distributions as often as you need.
24/7 Fund Access Using Our Giving Portal
You can grant online access to any staff members or volunteers to view the fund balance, contributions and disbursements.
Agency Support Team Assistance and Expertise
Our Agency Fund Support Team is available to help you manage your agency fund, including updating fund advisors, investment mixes and more. Our team will regularly provide investment commentary. When you need a deeper dive, we can attend a staff or board meeting to provide an investment review.
Ready to take advantage of the benefits of an agency fund? Contact us at info@growyourgiving.org or 816.842.0944.
Why choose us as your home for reserves?
The Community Foundation is proud to play a key role in increasing charitable giving in Kansas City and beyond.
- Since 1978, the Community Foundation has helped donors grant more than $7 billion to nonprofit organizations, and our total assets exceed $5 billion.
- We are in the top one percent of more than 900 community foundations in terms of total assets and grants.
- Today, hundreds of 501(c)(3) public charities rely on us to manage more than $500 million in agency funds.
- We administer more than 7,000 charitable accounts for individuals, families, companies and nonprofits ranging in size from a few thousand dollars to tens of millions of dollars.
How an Agency Fund Works:
- Quickly and easily set up an agency fund with one simple document.
- Choose how to invest the fund's assets.
- The Community Foundation receives contributions from the agency to the fund, and the Foundation processes disbursements from the fund back to the agency upon your request.
Interested in opening an agency fund?
If your organization has long-term assets to invest, we can help.