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Endowment Policies & Trends: Donor Motivations & Board Roles

ENDOWMENT POLICIES & TRENDS: DONOR MOTIVATIONS & BOARD ROLES

Cost Free
Presentation Length 1.5 hours

Recorded DateJune 14, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Series: Non-Profits
Course Description

This webinar will enable accountants, financial advisors, and philanthropic fundraisers to become more comfortable in understanding and discussing charitable endowments. You should attend if you serve on a nonprofit board, advise a nonprofit, or advise donors.

We'll discuss:


  • Impact of donors’ investments in endowments

  • Difference between permanently restricted endowment (donor-designated true endowment) and temporarily restricted endowment (board designated quasi-endowment)

  • Nonprofit infrastructure and policies needed to manage robust endowment funds

  • Tendencies for externally “owned” and managed endowments

  • Innovations to make endowments "stickier" for donors


 
Learning Objectives:


  • Determine why endowments excite many donors

  • Recognize how endowments work – policies for distributions and investments

  • Identify recent trends in endowment

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Hospitalfundraising

Thomas Wilson specializes in preparing nonprofit organizations for capital campaigns for special projects, buildings, and endowment. While he works in all areas, Thomas tends to focus on healthcare and higher education. He currently has clients in California, Utah, Oregon, Washington, Montana, and Colorado.

About Our Presenter

Hospitalfundraising
HospitalFundraising can transition your hospital fundraising program to major gifts; motivate your executive leadership, foundation board, and clinicians to help you raise more money; and prepare for your next successful capital campaign. Through decades of successful hospital fundraising in the U.S. and Canada, HospitalFundraising has gleaned best practices from our work with academic medical centers, urban hospitals, regional medical centers, critical access hospitals, and medical associations.