Agency funds are established by nonprofit organizations in the US using their operating reserves or endowments to benefit their organizations in perpetuity. These funds allow for access to our professional investment management and planned giving expertise. We believe in a strong local ecosystem of nonprofits, and protecting an organization’s legacy is one of the ways that happens.

Nonprofit organizations wishing to establish a fund at TPF can benefit from professional investment management. The goal of an agency fund is to provide long-term support by distributing the fund’s earnings back to your organization. The oversight we provide allows nonprofits to spend less time on investment management and place greater focus on what’s truly important—fulfilling your organization’s mission.

Please contact Cagla Icacan if you’re interested in establishing an Agency Fund and/or read TPF’s Investment Policy.