Fund Calculator

Leave a lasting legacy.

Our smarter giving model invests and protects your gift, so it grows to become an ongoing source of funding. Use our fund calculator to see how much your gift grows over time*.

This is how your named endowment fund could work long-term. See how distributions increase over time. And your original gift is always there to be built on, essentially making your gift last forever.

Hover over the bars to see the $ calculations >>

Estimated ${averageReturn}% average investment return and a distribution of ${distributionRate}%

Are you looking for a meaningful gift this Christmas?

Gifting a donation to a regional Community Foundation on behalf of your family, friends, colleagues or clients provides something of real value. Through our smarter giving model your gift, large or small, will be invested with others to grow and make an ongoing difference to your local community year after year. Contact your local Community Foundation today to find out how.

Download our free brochure to learn more about how to make your giving go further
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*Disclaimer

This information is to be used for informational purposes only, to illustrate how an endowment fund can grow over time. Future market fluctuations are unknown and a fund's past performance does not necessarily predict future results.

“Giving through my local Community Foundation relieves the burden of how to make the best choice of which cause to support. I’m confident that my gift goes to where the greatest need is.”

Barbara Blake e1528769798308 Barbara Blake, Wellington