The wellhouse endowment fund

Thank you for considering an endowment or bequest gift for The WellHouse!

We are so excited to have opened our Endowment Fund, and humbly invite you to partner in ensuring sustainability and long-lasting success of women and girls who we serve.

PURPOSE: These funds generate annual income for The WellHouse and help to finance, sustain, and initiate designated operations/programs within The WellHouse.             

FUNDING: The WellHouse Endowment Fund is organized and shall be operated to receive money and property to be invested, reinvested, and disbursed on behalf of The WellHouse. The WellHouse Endowment Fund can accept gifts in the form of cash, stocks, bonds, real estate, corporate shares, and other assets with a minimum value of $10,000. The WellHouse reserves the right to refuse to accept any contribution that conflicts with the organization’s mission. 

INVESTMENTS: The WellHouse Endowment Fund is invested with the objective of preserving the long-term real purchasing power of the Funds' assets while realizing appropriate investment appreciation. The WellHouse Endowment Fund assets may be invested in certificates of deposit, Treasury bills, money markets, commercial paper, bankers acceptances, repurchase agreements, mutual funds, exchange traded funds, equities (including common stock, preferred stock, convertible securities and other equities, whether traded on an exchange or not publicly traded), fixed income securities, real estate, commodities, natural-resource related stock, hedge funds, derivatives, futures, alternate investment vehicles and cash equivalent investments. The WellHouse Board of Directors may employ appropriate outside investment manager(s) to invest funds as needed. 

DISTRIBUTIONS: Distributions from The WellHouse Endowment Fund shall be made anytime as long as the full market value exceeds its corpus. Amounts will be limited to the value above the corpus, and for the following purposes: Current operating expenses, operating shortfall, capital expansion, capital improvements, and building maintenance.           

BEQUESTS: Add a provision in your will or trust designating either a percentage, specific amount, or all of the residue of your estate to The WellHouse. You can designate your gift for a specific program or leave it unrestricted for general use–and gifts of all sizes are appreciated.

*If your donation does not fall under any of the above categories, please contact holly@the-wellhouse.org for more information.