CFRE approved for 1.25 creditsOften smaller organizations are not set up to accept gifts of stock and believe that a 7-figure gift is required to begin an endowment. The inability to accept gifts of stock or have an endowment result in lost fundraising opportunities and pose a risk to the long term sustainability.  The idea of investing can be overwhelming and seem like a daunting task.

In this session, the Endowment Partners team unpack the myths about gifts of stock and starting endowments with tactical ideas and resources to get started on your journey to sustainability with supporting resources to bring these concepts back to your organizations.

Looking Past the Annual Fund  explores 4 key solutions that organizations can easily and quickly implement to shift the development department focus for long term sustainability.

You’ll leave this session with:

  • FAQ to accepting gifts of stock and starting an endowment to share with your Board and team.
  • Key questions to ask of your new investment advisor.
  • Understand the steps to opening an investment account and using a stock transfer form.
  • Understand basics of investing for nonprofits and leveraging gifts of stock from donors.

Additional Resources for Looking Past the Annual Fund:

Download the audio: Looking Past the Annual Fund (MP3)

Download the slides: Looking Past the Annual Fund (PDF)