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Philanthropy: The Cycle of Donor Development

The endowment fund is a crucial financial resource for many nonprofits. Each endowment has a unique beginning and a unique style of management and oversight. Many executive directors, development directors, and trustees know the importance of endowments but are not closely engaged with the endowment process. Yet, many are asked to support campaigns that seek to start and expand endowments, and donors and stakeholders often ask the nonprofit leadership team detailed questions about the endowment. This course will help you—as a member of the leadership, the key development staff, or the board of trustees of a nonprofit—to enhance your knowledge of endowment concepts and practices. It also will provide the basics of the ongoing investment management process and inspire you to have more knowledge and confidence when discussing the endowment process. This course also is very helpful to employees of nonprofits that are planning to start their first endowment fund. You will research a specific nonprofit throughout the class and develop a customized strategic endowment plan. The course also will cover the importance of starting a legacy program and closing legacy gifts.

More details

You'll Walk Away with

  • Knowledge of endowment concepts and practices
  • An understanding of the basics of the ongoing investment management process
  • Greater confidence when discussing the endowment process
  • Familiarity with the process of starting a first endowment fund

Ideal for

  • Members of the leadership, the key development staff, and the board of trustees of nonprofits
  • Employees of nonprofits that are planning to start their first endowment fund
  • Career changers considering a career in fundraising
NO open sections available for this course at the moment. Please check back next semester.
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    • Section

      1
    • Semester

      Summer 2018
    • Date

      Jun 7 - Jun 26
    • Day

      Weekday
    • Time

      6:30PM-8:30PM
      • In-Person/Online Blended
    • Format

      In-Person/Online Blended
      • In-Person/Online Blended
    • Sessions

      4
    • Location

      Varies
    Tuition $350