An endowed fund is a gift that is held in perpetuity with the capital value being preserved over the long-term. A portion of the annual investment returns is granted to causes of your...
What is an endowed fund?
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General Donor Articles
What types of funds does the Victoria Foundation offer?
We offer a range of giving options to help you give confidently and efficiently. From donor advised funds and donor designated funds to discretionary funds and long-term funds, we’ll help...
How much is distributed from the fund each year?
Our distribution policy rate is set annually by our Board of Directors. Distributions are made on an annual basis. View our policies page to read our distribution policy statement.
What can my Donor Advised Fund support?
A Donor Advised Fund gives you the ability to recommend grants to the causes you would like to support. We ask that you grant annually by either emailing our Philanthropic Services team, or...
Am I able to close or transfer my fund to another institution or foundation if I move away?
The initial gift, and any future gifts to the fund are held in perpetuity as an asset of the Victoria Foundation. This is based on the purposes of the fund as agreed upon by the donor and...
What kind of correspondence can I expect from the Victoria Foundation as a fundholder?
As a fundholder with the Victoria Foundation, you can expect to receive the following by email: fund statements, event invitations, granting opportunities and subscriptions to publications....
What are the annualized investment returns for the endowment?
An annualized investment return is the measure of a fund’s performance. It refers to the average rate of return an endowment fund generates over a year. Below are the annualized investment...
What is the breakdown of the endowment portfolio?
The Victoria Foundation’s investment objectives are to maximize long-term returns while maintaining a measure of protection against short- and medium-term volatility. This protects the real...
Is the endowment portfolio investing for impact?
Yes! The Victoria Foundation believes we can use our investment as a tool to create social change and meet the growing demands of our community. We have a long-standing history of...
How is the endowment portfolio managed?
Our Board of Directors and Investment Committee, with advice from our Director of Investments and professional investment partners, make decisions about our investment portfolio and how to...
What fees are charged to the endowment fund?
View our Administrative Fee Policy for a framework outlining our administrative management of funds including our current fee structure.
Can I continue to contribute to my fund after the initial gift?
Yes! We encourage fundholders to consider growing their fund so that their granting dollars can go even further. Donors, including any friends, family and supporters, will receive a donation...