For Donors
For Donors
There are many ways to give to Onward! Together we can make a difference in our communities.
Ways to give
What kinds of gifts does Onward! accept?
There are many ways to give to Onward!
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You can give a gift in your will.
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You can give a gift of cash to see your dollars at work in our community right now.
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You can make a donation of stock or insurance.
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You can give gifts of land or other personal property.
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If you would like to set up a Charitable Remainder Trust or a Charitable Lead Trust.
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Set up a memorial fund in memory of a deceased individual or in honor of someone living.
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As a business, set up an employee payroll deduction supporting a current Onward! fund partner or even create a donor advised fund for your business that your employees can support.
For questions about giving, please contact Chuck through our contact us form.
Establish a fund
Fund agreements
Below are the fund agreements for establishing a fund. Please contact us if you have any questions. Together we can make a difference in our communities. Thank you for considering Onward!
Application for Individuals, Families or Businesses
Use this application if you are an individual, family or business wishing to establish a new donor advised fund with Onward! for your charitable cause:
Donor Advised Fund Agreement Application for Non-Profits
Non-profit organizations can either create an agency fund or an agency endowment fund. The agency fund would be for setting aside funds for future use while earning a market rate of return. The endowment fund would be setting aside funds in perpetuity with earnings available for your organization.
Performance
Onward!'s Historical Rates of Return
| Year | Rate of Return | Year | Rate of Return |
|---|---|---|---|
| 2002 | 5.5% | 2003 | 5.5% |
| 2004 | 5.4% | 2005 | 4.9% |
| 2006 | 5.0% | 2007 | 4.5% |
| 2008 | 6.3% | 2009 | 6.2% |
| 2010 | 4.9% | 2011 | 0.3% |
| 2012 | 10.2% | 2013 | 9.3% |
| 2014 | 7.4% | 2015 | -1.8% |
| 2016 | 10.3% | 2017 | 12.4% |
| 2018 | -7.43% | 2019 | 17.9% |
| 2020 | 4.5% | 2021 | 16.8% |
| 2022 | -18.10% | 2023 | 15.10% |
| 2024 | 13.5% | 2025 | TBD |
A $100,000 investment with Onward! on 1/1/2011
$179,888
would be worth $179,888 at 9/30/2020 (up $79,888, or a total return of 79%).
- *Before management fees
- *Annualized rate of return per year: 5.02% after management fees
- *Please refer to Onward!’s Investment Policy and Procedures and Investment Guidelines for disclosure of investment policy and the risk associated with investments.
Transparency