Endowment Calculator

Pinellas Community Foundation  |  See how an endowment can create lasting impact for your nonprofit

Annual Return 7.00%
Admin + Investment Fee 0.75%
Annual Distribution 4.25%
Net Growth Rate 2.00%
$
Starting endowment contribution
$
Additional gifts added each year
Projection period

Your Endowment Projection

Endowment Balance
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at end of period
Cumulative Grants
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total distributed
Year 1 Distribution
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annual grant to mission
Year Annual Distribution Cumulative Grants Endowment Balance
Ready to get started?
Build Financial Sustainability for Your Mission
Connect with Meg Lokey, Director of Philanthropy at Pinellas Community Foundation, to explore how an endowment can create permanent, reliable funding for your organization.
Email Meg Lokey Call 727-306-3142
Meg Lokey  |  mlokey@pinellascf.org  |  727-306-3142

Disclaimer: The Endowment Calculator provides hypothetical projections for illustrative purposes only and does not constitute financial or endowment advice. Results are based on PCF's investment assumptions (7% annual return, 0.75% administrative and investment fee, 4.25% distribution rate) and may vary. Actual results are not guaranteed. One annual distribution is assumed per year; no market value averaging is applied. Fees vary by fund. Please consult with a financial or legal professional regarding your organization's specific circumstances.