Establishing an Agency Fund

One of the many ways that the Arlington Community Foundation can support your organization is by handling the investment management of your reserve funds. The Foundation manages operating reserve funds for more than 20 Arlington nonprofits including the Arlington Food Assistance Center, Friends of the Arlington Library and Leadership Arlington among others. Funds range in size from several thousand dollars to more than $2 million.

By establishing an Agency Fund with the Foundation, your nonprofit realizes cost-savings benefits in:

• Lower investment costs
• Less staff time spent on managing investments
• Reduced paperwork

Here’s how it works: The nonprofit establishes a fund with the Foundation and selects an investment pool. The Foundation manages the investment, reports back to the nonprofit and makes disbursements back to the nonprofit at the nonprofit’s request at any time. The money in the Agency Fund is exclusively used for the nonprofit’s benefit.

For information about our administrative fee schedule, click here.

To request an informational meeting or presentation, or to learn more, contact Jennifer Owens at jowens@arlcf.org.