Ways to Give

Agency Funds

We are proud to manage investment and endowment funds for many local nonprofit organizations, helping them build their financial stability and create a permanent source of operating income.

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Overview

About Agency Funds

Nonprofit agencies can place their investment and/or endowed funds with PCF to benefit from pooling assets in a larger, more diversified, and professionally managed portfolio. This service offers cost-effective investment management fees and a decades-long track record of successful growth.

Agency Funds One Sheet

01. Investment Management

02. Pooled Assets

03. Freedom to Pursue your Mission

Professional oversight: PCF has a robust Investment Committee that works closely with the money managers, ensures adherence to the investment policy, and monitors the investment performance and portfolio allocation regularly.

Enjoy professional investment management at a reduced cost—pooled funds offer broader diversification, lower individual risk, and access to institutional pricing and portfolio strategies.

Nonprofits can focus on programming, fundraising, or other organizational priorities and leave fund management to PCF.

Frequently Asked Questions

What are the two types of Agency Funds at PCF?

Agency Investment Funds (non-endowed funds) can be used when and how you see fit. They remain secure, pooled and invested with our larger portfolio under our stewardship, until you need them.

Agency Endowment Funds are permanent investments, which we manage on behalf of your organization. The distribution of funds is made from the earnings, without touching the original contribution, or principal.

What is the cost to establish an Agency Fund

The minimum investment for an Agency Investment Fund is $50,000. The minimum investment for an Agency Endowment Fund is $10,000. Agency assets are pooled with PCF’s professionally managed investment portfolio.

How does PCF’s expertise in endowment management benefit our Agency Fund?

PCF manages endowed funds in full compliance with the Uniform Prudent Management of Institutional Funds Act (UPMIFA). Our investment approach balances long-term growth of the fund’s principal with annual payouts to support your organization’s needs. Distributions are based on a 12-quarter trailing average and follow a prudent spending policy set by PCF’s Board annually.