• Supporters of this strategic donation option make donations (hopefully recurring) to support the financial needs of Believe in Belize for the long term (donations are tax deductible based on applicable US tax laws).

  • Donations are invested in 3rd party mutual funds and ETFs as offered by our brokerage company TDAmeritrade (https://www.tdameritrade.com/investment-research.page?). 

  • Since endowment funds are intended to be perpetual, a maximum of 5% of a Fund's balance will be used annually related to the fund's purpose.

  • 100% of each donation goes to the selected fund after 3rd party processing expenses (e.g. credit card processing fees).

  • Each withdrawal will be listed on the fund's page so that donors know the impact of the donations.

  •  Our first and only Endowment Fund now is Rotary in Belize.  More will be added soon.

 
Major donors (US $1000+) will be recognized by posting their names (but not amount) on a dedicated webpage.
 
Named Endowment Funds
 
These funds are for donors who are passionate about a cause and want to setup their own endowment fund.  For example, it could be as general as Education or as specific as Scholarships for a specific school.
 
Features of thses Funds
 
  •  The donor names the fund.  Examples:
    • [Family Name] Charitable Fund
    • [Person Name(s)] Memorial Fund
    • [Organization Name] … Fund
    • Above options with specific cause - e.g. Scholarship Fund, Cancer Fund, etc.
  • Each Fund gets a dedicated public page on our website whereby the donor describes why they support this cause and/or who is memorialized, etc.
 
Donations and Fees
 
  • Donations are tax deductible to the extent allowed by the donor's taxing jurisdiction.
  • The minimum donation to start a Named Fund is US $5,000.  This could be a one time donation (especially if a donor needs to maximize the tax deductibility of the donation in one year) or generally equal payments over 5 years.
  • A donor can invite others to donate to meet the initial donation amount or anytime in the future.  The dedicated fund's webpage will have links to donation options and social media.
  • No administrative fees.
 
Starting your Fund
 
Please contact us at Board@believeinbelize.org to ask any questions and/or request to start your Named Endowment Fund.  We will work with you on the details then setup the dedicated webpage.