Endowment Calculator
Visualize the lasting impact of an endowed fund for generations.
Giving that lasts for generations.
An endowed fund is designed to last forever — the original gift is invested and carefully stewarded, while a portion of its growth is granted out to the community each year. This calculator helps you visualize that impact over time.
Adjust the fields below to model a fund’s projected growth, the dollars available for annual distribution and the lasting balance that keeps supporting our community for generations to come. Your projection updates as you go.
Fund Type
Select which type of fund you are looking to project. For more information on our endowed fund types, click here.
Initial Gift Amount
Enter the gift amount for the projection.
Investment Pool Option
Select which investment pool you would like to use. For more information on the differences between Socially Responsible Investment (SRI) and Moderate Growth, click here.
Annual Growth Rate
This field is generated based on your selected investment pool option.
Spending Policy
Select the spending policy percentage that will be used to calculate the dollars available for annual distribution.
Projection Period
Select the number of years you wish to project this fund for.
Notes
- There is a minimum for each fund type. Fund minimums are not applied to the calculator. For more info on fund minimums or starting a Fund Under Development, reach out to our Philanthropic Services & Development (PSD) team at 269.381.4416.
- Spendable rates may vary over time and are based on market performance.
- This calculator incorporates estimated annual administrative fees into each projection. Fees vary by fund type and are based on the average of quarter-end market values for the preceding 20 quarters. These fees are reflected in the “Annual Fee” column of the results table and are factored into the fund’s ending balance each year.
Make your mark, get set, go!
Inquire Online
Our easy inquiry form initiates a Q&A session with a member of our Philanthropic Services & Development team. Once we receive your inquiry, we’ll reach out to you for scheduling.
Establish Goals & Tailor Your Fund
We’ll work together to define your goals and tailor your fund to your legacy wishes. KZCF offers financial guidance and asset transfer assistance to donors and their advisors.
Your Fund Is Good to Grow!
As soon as your fund is established, community members and organizations across Kalamazoo County can benefit from your generosity today and forever.