Endowment Investment Strategy, Toronto

Is there a cause you’re passionate about or an educational institution that deserves a legacy? Endowment structures are a beneficial financial way of reaching your goals for giving.

An endowment fund is an investment fund established by a foundation that makes consistent withdrawals from invested capital. The capital in Endowment Funds, often used by universities, nonprofit organizations, churches and hospitals, is generally utilized for specific needs or to further an organization's operating process.

There are specific tax advantages to setting up an endowment fund that allows more of your intended gift to get to work on the projects you’re passionate about.

Ask us how this particular investment vehicle can help your favourite institution succeed.

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