Foundation Services

Endowed Funds: The Gifts that Keep on Giving

An endowment with the Foundation for the Diocese of Helena, Inc. is an investment in the future. When you use your charitable gift to establish an endowment, the gift is invested with two goals in mind:

• to make the principal grow faster than inflation, and
• to provide spendable income for whatever specific purpose you have designated.

The principal is never invaded, and any earnings over a certain amount--usually five percent--are channeled back into the fund to keep it healthy and growing.

Well-managed endowments can generate income indefinitely. That fact makes them uniquely valuable to the Church, and therefore especially attractive to donors who wish to leave a legacy for their parish or the Diocese of Helena.

Back to top

Back to Planned Giving homepage