GIVING

Endowment Calculator

 

An endowment fund is a lasting source of support for the charities and initiatives you wish to support in our community. Imagine your philanthropy at work 10 years, 20 years or even 100 years from now – growing stronger and having greater impact year after year! 

 

Want to see how far we can journey together?
Use our Endowment Calculator.

 

Gift Amount ($)

Years (1-99)

 

Disclaimer:

This calculator is based on an annual investment of 7%, annual fees of 2.1% and an annual grant rate of 4%. 

This information is provided for illustrative purposes only. Although every precaution has been taken in the preparation of this material, Kitchener Waterloo Community Foundation assumes no liability for errors and omissions. To assist you in taking the next step, please contact your accountant, lawyer, financial advisor or Kitchener Waterloo Community Foundation.

Thank you to our friends at the Calgary Foundation for permitting us to use their Endowment Calculator tool.