An Agency Fund at Lodi Community Foundation allows your nonprofit to build long term financial strength while staying focused on your mission. When you open a fund with us, your organization transfers charitable assets to the Foundation to be professionally invested and administered for your benefit.

We handle investment management, fund administration, reporting, and compliance so your team can concentrate on programs, fundraising, and community impact.

Opening an Agency Fund means partnering with a trusted local philanthropic organization that is deeply committed to Lodi and the surrounding region. Your fund becomes part of the Foundation while remaining dedicated exclusively to supporting your organization.
Benefits include:

→ Professional investment management and oversight
→ Access to a pooled investment portfolio, providing the advantages of scale, experienced investment leadership, and the kind of   personalized attention often reserved for larger clients
→ Administrative support and regulatory compliance
→ Quarterly fund statements and transparent reporting
→ Support accepting a wide range of gifts into your fund, including stock, real estate, bequests, and other complex assets
→ We issue tax receipts and acknowledgments for donations made directly into your fund, so your team can stay focused on mission work
→ Planned giving and estate support to help grow your fund over time
→ A trusted local partner committed to your long-term sustainability

Agency Endowed Fund
Designed for long term stability, an endowed fund protects principal while providing annual distributions to support your organization. The fund is invested alongside the Foundation’s endowment and follows a spending policy that ensures lasting support for generations. Best for organizations seeking permanent sustainability and predictable annual income.
Agency Non-Endowed (Expendable) Fund
Offers flexibility for organizations that want assets professionally invested while retaining the ability to request distributions as needed. Funds may be invested for growth over time and can function like a board designated reserve or quasi endowment. Best for nonprofits building reserves or planning for future opportunities.

Key Information

→ Minimum to establish a Non-Endowed (Expendable) fund: $10,000
→ Minimum to establish an Endowed fund: $25,000
→ Simple fund agreement requiring authorized representative(s)
→ Annual administrative fee based on fund assets
→ No required annual distributions
→ Strengthen Your Organization’s Future
→ CLICK HERE to download an informational flyer on LCF Agency Funds

An Agency Fund can serve as your rainy-day reserve, long term endowment, or strategic investment pool. It provides financial stewardship, stability, and partnership while keeping your mission at the center.

Contact us and a member of our team will follow up to answer your questions and talk through your goals. We look forward to supporting your nonprofit’s long-term sustainability.