Tools & Resources
Welcome to our Planned Giving Tools and Resources page. Here you will find a collection of guides, case studies, success stories, and essential forms to assist you in navigating planned giving strategies effectively. Click on each link to access the respective document or resource.
Endowment Calculator
Our Endowment Calculator is a useful tool for donors and advisors to project the growth and potential grantmaking capacity of an endowment over time.
IMPORTANT: The results provided by the Endowment Calculator are intended for illustrative purposes only and are not guaranteed. The illustration should not be relied upon nor deemed as endowment fund advice. The investment projections, outcomes and other information generated by the Endowment Calculator are hypothetical in nature, are based on the Community Foundation of Anne Arundel Counties investment goals and policies, and may not reflect actual investment results. Results may vary with each use and over time, and they are not guarantees of future results. Projections assume annual return of 7%, supporting fees of 1.00% and an annual distribution rate of 4.0%. Supporting fees vary by fund. No market value averaging formula is being used. Formulas assume one distribution per year.