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}%

You choose who benefits.

What’s even better about our smarter giving model is that we’re not about one single cause; we’re about a place and its people. Through your local Community Foundation you can choose which significant local projects and causes to invest in to help transform your community.

Download our free brochure to learn more about how to make your giving go further
P64048 Wills Month Fund Calculator Image

*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.

“What we love about our local Community Foundation is that our giving can reflect us and our interests and, as a not-for-profit, it comes without the big fees.”

Haylock 1 2 Vicki and John Haylock, Taranaki