Individual Endowments

Establishing an Endowment as an Individual

Personal Endowment funds

Establishing an endowment fund as an individual is an incredible way to contribute to causes that are important to you. Under the stewardship of the United Church of Canada Foundation, your fund will provide grants and opportunities to groups and individuals who are contributing to the ministries closest to your heart.

Start your endowment fund today

We encourage those interested in establishing an endowment fund to contact us so we can collaboratively work through the establishment process. Call the Foundation office at
1-866-340-8223
, or fill the form out below.

    What is a personal endowment fund?

    A Personal Endowment fund holds capital in perpetuity and must have a balance of $15,000 for grant-making to begin. You may accumulate the fund by making several contributions over a period of years or begin it during your lifetime and complete it through a bequest. During the time where your fund is growing to $15,000, income is reinvested to help bring the fund to its $15,000 threshold. At that point, the grants are directed to the congregation(s) of your choice.

     

    Under normal circumstances, once your fund has a balance of at least $15,000, the Board of Directors will distribute 3.5% of the average value of your endowment over the last two years.

     

    There is an annual administration fee of 1.5% to cover the costs of maintaining and tracking your fund. Any remaining income is reinvested in your fund.

    “My uncle’s rationale for his gift was simple: without the United Church, he never would have met my Aunt Kathryn, whom he was introduced to at Toronto’s Timothy Eaton Church. They married in 1966 and enjoyed over 50 years together!”

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    prime@qodeinteractive.com

    +381 123 456 677

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