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Endowment Concepts and Practices

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 being asked to support campaigns that seek to both start and expand the endowment, and donors and stakeholders often ask probing questions about the endowment to the nonprofit leadership team. This course will help enhance the knowledge of endowment concepts and practices for the leadership, as well as key development staff and trustees. It also will provide the basics of the ongoing investment management process and inspire staff and leadership to have more knowledge and confidence when discussing the endowment process. This course is also very helpful to those nonprofits that are planning to start their first endowment fund. Each student 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 how to seek major gifts through endowment funding
  • The ability to incorporate endowed gifts into a campaign
  • An understanding of the importance of legacy programs and closing legacy gifts

Ideal for

  • Development officers and nonprofit financial officers
  • Volunteer board members and trustees

1 section

  • Fall 2018
    • Section

      001
    • Semester

      Fall 2018
    • Date

      Nov 7 - Dec 5
    • Day

      Wednesday
    • Time

      6:30PM-8:30PM
      • In-Person
    • Format

      In-Person
      • In-Person
    • Sessions

      4
    • Location

      Woolworth Building