About the Endowment Trust
The St. Helena Public Schools Foundation created the St. Helena Public Schools Foundation Endowment Trust (a supporting tax-exempt organization) in 1992 with generous contributions from concerned citizens. The SHPSF Endowment Trust is a permanent fund dedicated to providing significant annual distributions to the St. Helena Public Schools Foundation for the purpose of making grants.
The Endowment Trust maintains a value of more than $1,000,000 through a Fund professionally managed by the Napa Valley Community Foundation. Our goal is to grow the value of the Trust to at least $3,000,000 in order to meet our funding goal of up to $100,000 per year in disbursable grant funds to St. Helena’s Public Schools.
Please consider joining our Legacy Leaders by including the St. Helena Public Schools Foundation Endowment Trust in your estate plans. A contribution to our Endowment Trust Fund through legacy gifts provides a durable funding source for our public schools for generations to come.
St. Helena Public Schools Foundation and Endowment Trust is honored to list those who notify us of their gift, whatever its form and size, as Legacy Leaders, either as named or anonymous members. For more information and to discuss the many ways to make a planned gift, please contact our planned giving advisors:
Kelly Crane, Endowment Trust Liaison, at 707.963.5096
Joel Toller, Board Director, at 707.738.6860
or email them at firstname.lastname@example.org