For some nonprofits, creating an endowment can seem daunting and out of reach. Fortunately, it doesn't have to be!
Wealthy donors love giving to endowments that support long-term organizational sustainability, and modern investing advisors make setting one up more accessible than ever.
Karen Houghton has seen this firsthand as CEO of Infinite Giving, an SEC Registered Investment Advisor, and member of the Berry College Board of Trustees (with a $2B endowment). Karen can guide smaller nonprofit organizations to determine if an endowment fund is the right fit.
In this session, we’ll discuss the practical elements of developing and managing an endowment including:
- The 6 types of endowment funds: True, Restricted, Unrestricted, Term, Quasi, and Micro - Benefits such as establishing a reliable funding source, signaling your organization’s trustworthiness and focus on long-term financial stability - How to inspire high capacity donors to create legacies of giving, especially asking for asset gifts such as stocks - Drawbacks due to public perception of endowments and potential pushback from donors - Navigating these strategic investment conversations with your board
Attendees will also receive access to The Ultimate Guide to Nonprofit Endowments, and an Investment Policy Statement template.
Learning Objectives:
Understand the Structure and Purpose of Endowment Funds - Learn the six (6) types of endowments - True, Restricted, Unrestricted, Term, Quasi, and Micro - and how each supports long-term financial sustainability.
Recognize the Benefits and Challenges of Building Endowments - Explore how endowments establish reliable funding sources, enhance organizational trust, and navigate common misconceptions or donor concerns about restricted funds.
Develop Strategies to Engage Boards and Donors in Legacy Giving - Gain practical skills for inspiring high-capacity donors to contribute asset gifts like stock (and how technology makes this easier than ever) plus how to lead strategic investment conversations with your board.
