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Endowment


A Gift That Lasts Forever

Throughout our lifetime, most of us strive to make a difference in the lives of others, providing gifts to the people and causes we value. Wouldn’t it be nice to know that you could continue to change lives even after you are gone—creating a legacy of support for the causes most important to you? By creating an endowment with our organization—or adding to our existing endowment—you can give a gift that lasts forever.

How It Works

  • You give cash, securities, or other assets to an existing endowment or an endowment you create with our organization. If you can’t give up assets today, consider making the gift in your will or other estate plans, specifying that you would like your gift to be used to fund an endowment.
  • You determine if your endowment will be designated to fund a specific program or service. However, we prefer that your gift is given without restrictions to allow our board of trustees to direct the fund to our most critical needs.
  • We use a small portion of the fund to support our mission, but the balance always remains invested in order to perpetuate the fund.

Endow Your Annual Gift

Make a plan so that the programs and goals most important to you to continue thriving after your lifetime.

An annual gift of…is produced by an endowment of
$1,000$25,000
$2,500$62,500
$5,000$215,000
$10,000$250,000
$20,000$500,000
The examples above assume a 4% annual investment growth and endowment spending level. In general, 25 times a desired annual gift amount will generate a perpetual gift.

A Case Study of Benefits

For many years, Susan has been writing a check for $5,000 to our organization. She wants to continue this giving and create a legacy of support after her lifetime. She decides to update her estate plan and establish an endowment gift in her will of $125,000. When the gift is made, we use a portion of the endowment each year to fund our programs and reinvest the remainder, allowing it to grow and support annual payouts indefinitely. This generous arrangement allows Susan to continue supporting our current needs each year during her lifetime and ensures she can support our future needs after her lifetime.

We Can Help

We would love to work with you to help you create a lasting legacy that honors your values for many years to come. Please contact us today to learn more about establishing an endowment with our organization.

Contact Us

Pete Smerud, Wolf Ridge Executive Director
pete.smerud@wolf-ridge.org
800-523-2733, extension 108