Endowment Calculator

Gift Amount (example $5000) Period in Years (1-100)

The calculator uses a consistent rate of return of 7% per year; but actual future rates of return are unknown. Investment management and service costs will be recovered at an average annual rate of 1.25% of the market value of the Fund.

The Calgary Foundation’s current policy states that for each newly endowed Fund, no amount will be available for granting until the following anniversary date of the establishment of the Fund. Each subsequent fiscal year, an amount equal to 4% of the market value of the Fund at the end of the previous fiscal year will be available for granting.