A nonprofit with approximately $1M in annual operating expenses was looking for a way to permanently fund its core operations. Its initial approach was to ask a family office for a $7M one-time donation. The proposal was rejected. The family office trusted the nonprofit's CEO, but didn't want to permanently give up control of the principal if leadership or stewardship changed in the future.
GoodLogix offered a different approach.
Rather than donating the principal outright, the family office could retain control of the capital while providing the nonprofit with recurring quarterly funding for OPEX. In this example, approximately $8.5M of capital could be structured to target $255K in quarterly operating support, while the family office maintains control of the underlying principal.
The result is a different conversation:
The nonprofit gets predictable operating support. The donor retains control. And the CEO can spend less time fundraising for OPEX and more time advancing the mission. Imagine what you can accomplish with that extra time...