SGS Endowment

SGS Endowment Fund

Purpose of the SGS Endowment Fund

An endowment fund is a perpetual fund from which only the earnings (or income) are distributed. Income generated from the endowment fund may be used to help finance projects and initiatives that support the mission of SGS, but for which funding might not otherwise be available. This fund is separate from the SGS operating budget which is used for general operating expenses.


SGS Endowment Fund Goal

The goal of the SGS Endowment Campaign is to raise $50,000 for the endowment fund which will generate income to enable SGS to support special projects and initiatives consistent with its mission and objectives.

While the endowment will gladly accept deferred gifts such as trusts and charitable gift annuities, the primary objective of this initial endowment campaign will be to secure monetary gifts to help establish the endowment and enable it to support special initiatives consistent with the mission of SGS.

Endowment Progress - $29,597 of $30,000 - 98.6%


SGS Ruby Endowment Fund Campaign Giving Levels

Donor Level & Amount

The SGS Endowment fund is an investment in the future well-being of older adults in the southern region and beyond.


Named Gift Opportunities

Donations of $2,500 and over will have the option of being recognized with a named gift or recognizing person(s) or organization of their choosing (subject to final approval by the SGS Endowment Committee and the SGS Board of Directors).

Other gift opportunities may include:


Donor Recognition

All donors to the Endowment Campaign will receive an invitation to special receptions at the annual meeting, a certificate of appreciation sent by mail, and recognition on the SGS website and in SGS annual meeting program books.

In addition, pledge cards will offer donors who wish to remain anonymous the option of being listed as “Anonymous” and/or recording their donation in someone else’s name.


Endowment Pledge Card


All donations are tax deductible. There may be tax advantages for your donations. You are encouraged to seek professional tax and legal advice in structuring a plan that is best suited to your individual situation and goals.

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