Benefactor Group is honored to celebrate 25 years serving those who serve the common good. This milestone isn’t just about our journey—it’s about recognizing 25 years of philanthropic successes and the transformative impact those successes have had on people and causes around the world. Together, we fuel causes with powerful fundraising, people, and systems, and we look forward to continuing this work for many years to come.
The Most Current Nonprofit Endowment Resource
Published in 2024 by Wiley Press, The Endowment Handbook by Benefactor Group Founder & Principal Laura MacDonald, CFRE, is the most comprehensive and up-to-date guide on building endowments, reserves, and enduring donor relationships in decades. It reflects key changes in donor behavior, market performance, and societal perceptions caused by the Tax Cuts and Jobs Act, the pandemic, and broader calls for social change.
This publication addresses the growing popularity of strategic reserves and explores new ways to attract diverse assets—including cryptocurrency—while cultivating lasting philanthropic relationships.
The Endowment Handbook is not just a book; it's a manifesto for building a community of passionate advocates who, together, can transform visions of positive change into permanent, tangible realities.”
Russell N. James III, J.D., Ph.D., CFP®, Professor & CH Foundation Chair in Personal Financial Planning
Comprehensive Guidance for Endowment and Reserve Strategy
With growing interest in financial sustainability, The Endowment Handbook equips nonprofits, universities, healthcare systems, and other mission-driven organizations with tools to approach endowment building strategically and thoughtfully. It helps organizations strengthen long-term fundraising, donor engagement, and legacy planning.
Readers learn how to:
- Balance technical endowment information with critiques and emerging trends in strategic reserves
- Develop effective messaging strategies using the “follow-the-leader” effect and emphasizing donor agency
- Leverage data screening, AI tools, social media outreach, and behavioral research to increase donor engagement
This book is a challenge to seize this moment of the greatest wealth transfer in history. It is a compelling and pragmatic guidebook for the nonprofit professional, board member and donor alike.”
Steven S. Moore, Chief of Staff, The Columbus Foundation
Why The Endowment Handbook Matters Today
This book is the definitive reference for modern endowment strategy, combining practical guidance, case studies, and contemporary insights. It addresses today’s unique challenges and opportunities, empowering nonprofit professionals to secure enduring impact for their organizations.
Learn more about The Endowment Handbook and access helpful guides and tools from the book here.
As we commemorate 25 years of serving those who serve the common good, Benefactor Group is proud to celebrate The Endowment Handbook as a resource that empowers organizations to build sustainable endowments, strengthen donor relationships, and create a philanthropic legacy for the future.
If you’re interested in learning more about how Benefactor Group’s endowment strategy and nonprofit consulting services might support your organization, connect with us today. We’d love to talk.