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Fund Options

The Foundation offers two types of funds:

Endowment funds are permanent funds where the principal is invested and grants are made through interest, dividends and gains.
Non-endowment funds are funds immediately available for granting.

Endowment Funds
Endowment funds are pooled for maximum benefit and invested to achieve long-term capital growth. Contributions are irrevocable and become assets of The San Diego Foundation.

Balance Principal – The principal balance can never be invaded, so the endowment’s earning power is protected against inflation. Excess income or appreciation is added to the principal to protect its value over time.
Balance Distributable – The distributable balance consists of net income and appreciation (realized and unrealized) of the principal. This is the portion of the fund from which grants can be made.
Advantages – The principal amount of money that you provide will never be depleted. In this way, you can continue to give in perpetuity.
Limitations – As the amount of money available for distribution is based on the principal amount in the fund, each year’s grants will be directly affected by the fund’s overall success in the market.
Liquidity – The principal balance invested is never liquidated, allowing for a continuous, perpetual gift.