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Endowment Funds & Gift Acceptance Policies 101

July 16 @ 11:00 am - 12:00 pm CDT

Free

Whether your organization has a longstanding endowment fund, or you are at the beginning stages of creating one, this free webinar is for you! There’s a lot to think about when setting up an endowment fund, but having one in place can provide stability and peace of mind when there’s economic or organization instability. And there comes a point where most nonprofits find their endowment growth to be stagnant! We’ll go over the basics of setting up an endowment and establishing a gift acceptance policy. Plus, we will explore the reasons behind the common plateau in endowment giving and provide practical steps to reignite the purpose and vision of your organization’s endowment fund, increasing the fund’s marketability and the number of generous gifts made to your endowment fund. Taught by gift counselors with decades of experience in fundraising and planned giving, this free interactive session will give you plenty of ideas for taking your organization’s fundraising strategy to the next level.

Speakers

Jennifer Nohelty – Founder, CEO and Senior Gift Planning Counselor
Jennifer is a graduate of the Metropolitan State College of Denver’s Personal Financial Program where she received her Certificate in Personal Financial Planning. She is in her third decade of advising nonprofits and donors in maximizing their legacy potential. Her designations and certifications include: CFRE, CDE, CGPP, RFC, CSFP

 

Tamara Fanjoy
Tamara has spent much of her career providing leadership and service in a variety of industries. Since joining the team at GPS, Tamara has established partnerships with churches and other nonprofits as they’ve launched Legacy Gift Planning Programs for their supporters. Through her role, she has helped many donors leave generous gifts to their favorite charities, creating a meaningful legacy that will impact the future of many communities.

Details

Date:
July 16
Time:
11:00 am - 12:00 pm CDT
Cost:
Free
Website:
https://us02web.zoom.us/webinar/register/WN_8fS_o7jnQIGy60XyUAVn8g

Venue

Online

Organizer

Gift Planning Services, LLC
Phone:
715.838.0368
Email:
admin@giftplanningservices.com
Website:
www.giftplanningservices.com