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Investments

Planning Calculator

To help you determine the potential earnings on your account, the Endowment Fund has created a planning calculator.  The planning calculator allows you to explore the potential investment results of different levels of contributions. 

Using the Planning Calculator 

The Planning Calculator is an Excel file with built-in macros.  If you have questions about the planning calculator, or need assistance to use it, please contact Patti by phone at 888-754-8798 or by e-mail.  

 Endowment Fund Planning Calculator

The Endowment Fund does not guarantee the performance of any individual trust accounts based on the use of this tool.  

Investment Management

Money that is invested in the fund is managed by the Washington State Investment Board. For more information about how funds are invested, visit the WSIB website.