Investing in the Future

Investing in LSI’s Endowment Fund is a sound investment in the future of Iowa communities.

An endowment fund is a permanent fund in which the principal of your gift is invested into a pool of funds and increases in value over time. The LSI Endowment Fund makes distributions on an annual basis to support the work and general operating costs of the organization.

The practice of investing the principal creates a perpetual fund that will support the organization well into the future. Most of an endowment’s annual earnings are distributed to the designated benefactors or programs. Endowments provide a “forever giving” funding source that gives the agency stability and security.

LSI’s Endowment Fund is managed by LSI’s Foundation Board of Directors. The LSI Foundation currently has $8 million in assets. All planned giving gifts such as gifts from bequests, life insurance and other restricted donations are designated as endowment gifts. These funds are invested by the Foundation’s Board of Directors with the investment earnings used for financial support of LSI’s services.