To see how the value and impact of charitable funds grows over time, enter a gift amount in the box below and press the calculate button. The results table below will display the fund’s projected value and cumulative grants at 5-year intervals.
Assumptions: Projections assume annual return of 8.5% and an annual distribution rate of 4.5%. No market value averaging formula is being used; the Community Foundation customarily uses a three-year average balance to compute the amounts distributed from its endowed funds. Formulas assume half of the distribution occurs in the beginning of the year with the other half at the end of the year.