Endowment Building

Endowment funds create an on-going source of income for your organization and enhance its stability and prestige. Planned giving builds a pipeline of future gifts and offers your donors optional ways to make gifts in the timeframe that works best for them. We work with you to develop a planned giving program and endowment-building strategies that fit your vision, mission, and fundraising objectives—and appeal to your donors—and we help ensure your organization’s long-term sustainability.

Endowment Building Posts


Sample Questions for Prospective Legacy Donors  

Use these questions, customized to the interests and background of each potential donor, to learn more about the donors’ interests and values and encourage donors to consider planned gifts to your organization. About the Organization How do you feel about our organization and our work? When did you see the … Read More

Categorized: Endowment Building, News, Nonprofit Resources, Planned Giving
You Can’t Take It With You (Talking with Donors about Money and Death)  

Cultivating selected prospective donors for planned gifts, usually received after their lifetimes, is a skill and an art. It requires thoughtful planning and follow-through, as well as staff and board commitment and participation. Remember that legacy gifts take time and patience; often you’ll have many conversations with a donor before … Read More

Categorized: Endowment Building, News, Nonprofit Resources, Planned Giving
Definitions to keep in mind…  

Several words and concepts need to be understood before delving more deeply into building endowments. Endowment An endowment is a broad term that is often used to describe the total of one or more endowed funds. An endowed fund is a charitable gift established in perpetuity in which the principal … Read More

Categorized: Endowment Building
Consider an Endowment  

Are you confused about endowments? Do you wonder whether trying to build an endowment is worth the effort? Have you considered the benefits of an endowment, both to your organization and to your donors? What is an Endowment? An “endowment” is composed of one or more “endowed funds” containing financial … Read More

Categorized: Endowment Building, Nonprofit Resources
Deferred Gifts with Income Benefits  

Donors may make irrevocable gifts during their lifetimes in which they (or their chosen non-charitable beneficiaries) retain benefits during their lifetimes (or for a period of years) and the organization(s) receive the remaining assets. These gifts are sometimes called “split interest” gifts, because the donors and the organizations each have financial interests … Read More

Categorized: Endowment Building, Planned Giving
Tips & Techniques–for Planned (Deferred) Gifts  

Sample language for gifts by bequest for endowment (1) I give to (the exact legal name of the organization) ___ percent of the residue of my estate, real or personal, after payment of all bequests. Or (2) I give to (the exact legal name of the organization) the sum of … Read More

Categorized: Endowment Building, Planned Giving
Kinds of charitable gifts available to donors  

Charitable gifts can be divided into three categories: (1) immediate or outright gifts, (2) deferred gifts, and (3) deferred gifts with income benefits. Although it is beyond the scope of this article to detail the technicalities and details of various kinds of gift options, it is important that fundraisers understand … Read More

Categorized: Endowment Building
Understanding Endowment  

Endowments are hot topics these days. In nearly every issue, The Chronicle of Philanthropy describes multimillion-dollar gifts to the endowments of some of the largest and most powerful charitable organizations, especially universities and hospital systems. But many organizations are not included in this outpouring of largess. And often the executive directors … Read More

Categorized: Endowment Building
The Benefits of an Endowment  

Endowments offer benefits to the nonprofit organization, to the donor, and the fundraiser. An excerpt from Diana Newman’s book Nonprofit Essentials, Building Endowment   To The Organization: There are advantages of a significant and growing endowment to the board of directors, CEO, officers, fundraisers, and staff members of the nonprofit organization. Here … Read More

Categorized: Endowment Building, Nonprofit Resources
Showing Honor  

Planned giving often involves a reciprocal exchange relationship in which donors have certain expectations of the organizations they support.  Planned gift donors have made investments in the long-term viability and growth of organizations that they value.  They have entrusted their philanthropic aspirations into the care and custody of specific charitable … Read More

Categorized: Endowment Building