Providing a generous donation to The Willow Endowment impacts families affected by divorce, separation & incarceration with life-changing aid.
Providing a generous donation to The Willow Endowment impacts families affected by divorce, separation & incarceration with life-changing aid.
At The Willow Endowment,
we envision a world where at-risk families, whether women, children and men affected by the growing rate of divorce and separation, can be a resource with common necessities for living, enabling a hopeful future leading to better well-being.
We believe in compassion, not just projects. We believe in empathy and engagement. We believe in community, in doing good unto our fellow neighbor. We are committed to investing in every individual we serve with dignity and respect, and to work together in stewarding a better world.
Since 2017, The Willow Endowment has been working privately behind the scenes as a small private business foundation providing faith-based counseling, food, rent and other financial and program resources impacting families affected by unforeseen circumstances, leading to better well-being, and enabling a hopeful and brighter future.
Counseling for child + assistance toward summer camp + Mission Trip + College Plan
Please reach out to us if you cannot find an answer to your question.
The Willow Endowment is a financial growth program in which donors invest in an interest-bearing account, set up and governed by a board of trustees and founder, Dr. Will Cunningham.
At The Willow Endowment, we envision a world where at-risk families affected by
divorce and separation can be given better access to common necessities.
The vision is to be a resource for women, children, and men affected by the growing rate of divorce and separation, enabling a hopeful future brought on by unforeseen circumstances, leading to better well-being.
In 2017, Will Cunningham began operating a counseling practice in Asheville, NC, and found himself dealing with at-risk families affected by divorce, remarriage, and separation. He began to invest in these families with needed resources and counseling tools to get them through.
A father with three kids reached out to receive counseling to get through his marriage separation. After several sessions, he asked if Dr. Cunningham would see his children as well. One of those children was named Willow, and when she came into his office, the twelve-year-old said, “So you’re the counselor helping my dad?” And, seeing the Bible on the coffee table, “Do you think you can teach me what that book says? So, I can figure out how to get through my parents separating?”
After that session, Dr. Will vowed to never forget Willow and do all he could to help others affected by similar circumstances. Since then, he has helped countless at-risk families and children who have been in need of counseling and resources. The Willow Endowment was formalized from a sole foundation to a public endowment to allow others to help support other families in need.
Funds raised in The Willow Endowment by investors (Donors) will be designated to one of the following initiatives as directed by the investor(s).
Initiatives:
1. Family Care
a. Therapeutic and faith-based counseling to single or separated parents and their children leading to ongoing wellness.
b. Financial Support to assist with Groceries, mortgage / lease / car payment.
c. Counseling & Mentoring for Father’s / Husbands, improving relationships.
2. Children at Risk
a. Therapeutic and faith-based counseling for children leading to ongoing wellness.
b. Financial Support to assist with summer camps.
c. Financial Support to assist one yearly mission trips (beginning at age 14 to 18)
d. Education funds for kids. (Set up 529 college plan for kids).
e. Counseling and Coaching for College
3. Prisoner Release Support
a. Small individual grants (Start-over fund)
b. Education funds for their kids. (Set up 529 college plan for kids).
c. Counseling & Mentoring for Father’s / Husbands, improving relationships.
Anyone who wishes to invest in the lives of at-risk families and children. The Willow Endowment is ideal for businesses, churches and individuals who desire to see their donations be stewarded as an investment with a double return, which is increasing their donations and in-turn helping more at-risk families. See our investing page to learn more about opportunities.
A donor chooses how they want to invest in one of the Willow Endowment initiatives, whether monthly or one time gift and goes into an interest-bearing account. (See the Investing Opportunities page).
This interest-bearing account will yield approximately 4.7%+- uninvested and between 8.5% or higher on average invested based on advisory investments.
Interest yielded from the Willow Fund is distributed toward the operational initiatives that the fund is supporting.
The following IPS is subject to change. It is the endowment's board of trustees and its officers, fiduciaries responsibility to monitor and adjust the investment policy to enhance the overall stewardship of the endowment's portfolio.
Investment Policy Statement
The Willow Endowment, Business Investor
Portfolio: Non-profit Endowment, Non- Taxable
State: North Carolina
Tax ID: 93-xxxxx
Current Assets: Initial work in progress
Return Goal: 6% (current at 5% in HYS)
One year loss limit (worst case scenario): 15-18%
Objectives:
Financial Advisor Duties and Responsibilities:
Portfolio Selection Guidelines:
In general, long term investment performance is determined by asset performance. Historically, stock assets offer higher rates of return along with greater volatility. Fixed income assets generally yield lower rates of return, have lower correlation with equities, and less risk. Diversification across asset geography and size is recommended.
Based on the client’s conservative risk profile, the portfolio asset allocation will be 60% stock assets and 40% fixed.
The individual composition of holdings will be selected from index funds and exchange-traded funds from the following asset classes:
Equity
Fixed
Rebalancing of Asset Allocation:
According to data from Vanguard, there is no universally agreed upon asset allocation. Neither is there data to recommend rebalancing more frequently than annually. Thus, the portfolio will be rebalanced annually, while attempting to minimize the tax consequences of asset sales.
Performance Monitoring:
Each index mutual fund's or exchange-traded fund's return will be compared with its related benchmark. Any deviation from that benchmark will be evaluated and discussed annually. The holdings will also be compared with peer group funds.
The parameters for selling a fund due to poor performance include one year of greater than 1% deviation from the benchmark and/or falling in the bottom half of the cohort fund group.
Costs will be monitored annually to ensure that total costs do not surpass 1% of all investable assets.
Annually, at a minimum, the overall portfolio will be monitored to consider whether initial goals are in place or have changed. Performance and fees will also be included in this conference. Together, The Willow Endowment and the advisor will determine the future portfolio direction.
Your support and contributions will enable us to meet our goals and improve conditions. Your generous donation will fund our mission.
We love our donors, so feel free to visit during normal business hours.
1293 Hendersonville Road, Bldg. A, Ste. 24, Biltmore Forest, North Carolina 28803, United States
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