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}%

*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