Build lasting support for your mission with a permanent fund at Battle Creek Community Foundation (BCCF). Grow principal over time, distribute a portion of annual earnings, and give donors confidence through professional stewardship and transparent reporting.
Designated & Organizational Endowments
100+ organizational endowments stewarded by BCCF
Permanent mission support
Choose Your Endowment Path
Established by your 501(c)(3) to benefit your own mission.
- Minimum: $5,000 (or intent to build)
- Permanent endowment with annual spendable
- Eligible for automatic annual distribution
Established by a donor (or family) for your organization.
- Minimum: $10,000 (or intent to build)
- Donor-recognized naming opportunity
- Same investment & distribution features
Fast Facts
- 4-5% recommended annual distribution
- 1% Administrative fee
(16-quarter average) - Up to 6% total spending policy cap
(incl. fees & grants)
Eligibility
- Beneficiary must be a 501(c)(3) public charity
- Funds are component funds of BCCF (irrevocable once accepted)
- Subject to BCCF variance power and UPMIFA
Your fund is pooled with BCCF’s endowment portfolio and managed for long‑term growth with prudent risk. Independent advisors and a volunteer investment committee provide oversight, with annual audits for transparency.
- Policy‑driven asset allocation and monitoring
- Infinite time horizon; sustainability focus
- UPMIFA‑aligned fiduciary care
Stay informed with quarterly statements and 24/7 access.
- Quarterly fund statements with YTD and period activity
- Fund Advisor Portal: gifts, grants, balances, documents
- Optional email alerts for donations and distributions
- Custom endowment flyers & donor one‑pagers
- Board/staff presentations on endowments & planned giving
- Eligibility for BCCF’s Donor Advised Newsletter features
Ways Donors Can Give to Your Endowment
*BCCF generally does not serve as trustee or co‑trustee.
Sample bequest language
“I hereby give, devise and bequeath ___ to Battle Creek Community Foundation (Tax ID 38‑2045459) for the [Name of Organizational Endowment Fund].”
Frequently Asked Questions
Who can establish an Organizational Endowment?
A nonprofit public charity with 501(c)(3) status. Donors may also create a Named Organizational Endowment for your benefit.
What is the recommended annual distribution?
How are organizational vs. third‑party gifts reported (FASB)?
Per FAS 136, organizational contributions are booked by BCCF with an offsetting liability to your agency; third‑party contributions are BCCF net assets. This is for audit presentation only and does not change your fund’s use or purpose.
Are gifts revocable? Who controls distributions?
Can we defer or redirect our annual distribution?
Yes. Distributions run automatically each spring. You may elect to have the distribution retained in an Organizational Support Fund (invested and fully accessible later).
Standards & Accreditation
Organizational Endowments held at BCCF may reference BCCF’s status as Confirmed in Compliance with National Standards for U.S. Community Foundations® in approved formats.
Key governance notes
- Component funds; pooled investments; quarterly reporting
- Variance power enables mission‑consistent stewardship
- Independent audit and investment oversight
Endowment Resources
Ready to start your Organizational Endowment?
We’ll help you finalize the agreement, set your distribution election, and launch a donor‑ready plan to grow the fund.