Nonprofits

SWCF helps organizations build capacity through education, consulting and top-notch professional investment management services for custodial and endowment funds. Nonprofit agencies can establish donor-designated custodial and endowment funds at SWCF called an Agency Fund. The earning distributions from endowments provide an ongoing source of income to advance an agency’s mission. It’s a simple and efficient way to create sustainability, accessing the investment pool and expertise of SWCF’s professional and disciplined management of funds, including asset allocation, spending policy advice, and fiduciary oversight.

SWCF is honored to extend our expertise in advanced planned giving vehicles to agency partners, to facilitate their direct receipt of planned gifts of various types, including cash, appreciated stock or real estate. Additionally, partner organizations are eligible to apply for short term financing solutions at competitive interest rates. In our role as philanthropic partner to donor-advised fund holders, SWCF promotes the work of our agency partners with this captive audience, supporting special projects and funding needs within the MY SWCF portal and publicly on our website.