RSF School Endowment

"The Rancho Santa Fe Foundation’s careful, sage management of the Endowment’s long-term assets enables us to focus entirely on our mission of keeping class size to a maximum of 20 students... making the school amongst the best in California."

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Community Endowments

The Rancho Santa Fe Foundation is in the business of working with our local non-profit organizations to build and manage their charitable endowments. While the Foundation supports virtually every worthy, non-profit in the greater Rancho Santa Fe area, we also encourage these organizations to establish their own endowment. More than fourty-five agencies have endowments with the Foundation, and all agree that the benefits are many:

• An endowment provides a long-term future income stream to augment the operating budget.
• A well-managed endowment can create donor confidence and continued support.
• With a community endowment there is less reliance on other funding sources for financial wellbeing.
• Management of the endowed funds at the Rancho Santa Fe Foundation, with its exemplary track record for reliability and investment performance, enables the agency to focus on superior programs and operations, not investment management.

Your Service Partner

As it has with numerous charitable organizations, the Rancho Santa Fe Foundation can help you set up an endowment tailored to your organization, quickly and efficiently. Once established, the Foundation will provide excellent professional management of your endowment—management that frees you to focus on fund-raising and program development. The Foundation is your service partner, providing excellent third-party management including:

• Competitive administrative fees.
• Timely distributions.
• The ability to accept complicated stock gifts, planned gifts, gifts of real estate or life insurance on your behalf.
• Assistance with particular donors or gifting situations.
• Complete documentation of grants made and gifts received into your endowment fund.
• Facilitation of donor acknowledgements.
• Quarterly Fund Status Reports.

The Rancho Santa Fe Foundation also offers educational workshops to assist you in developing your endowment building program.

Existing Community Endowments

Here are just some of the many organizations which have endowments at the
Rancho Santa Fe Foundation: