Print Page   |   Contact Us   |   Your Cart   |   Sign In   |   Become a Member
Community Search
Certificates
Understanding Endowments
Tell a Friend About This EventTell a Friend

Understanding Endowments
Understanding Endowments

6/12/2013

When: Wednesday, June 12, 2013
9:00 a.m. to 4:00 p.m.
Where: Rollins College, Bush Executive Center Room 207 (Main Campus)
Sun Trust Parking Garage
East Lyman Avenue
Winter Park, Florida  32789
United States

Registration Information
Online registration is closed.
Details

 Workshop Full. To add your name to the wait list click here.

Have you dreamed of taking your nonprofit beyond typical fundraising to meet annual operating needs and providing financial stability? Then this workshop is for you.

In this workshop you will learn strategies to start an endowment. Participants will be given the book Building Your Endowment from the Indiana University Fundraising School Excellence in Fund Raising Workbook Series to serve as a foundation for building strategies and learning the process of starting an endowment.

This course addresses beginning to intermediate level instruction in endowments.

Endowment-Definition

A fund of money, the principal of which is held in perpetuity and invested and from which an organization may use only the return on investment.

Endowment Income-Benefits

· Financial Stability

· Financial Control

· Donor Incentive

· Use of Risk Capital

· Permanence and Longevity

Quotes:

"Mr. Brewer’s presentation is first-rate”

"Mark was so dynamic I could listen and learn for another full day on this topic”

"Everyone in nonprofit needs this course”

Takeways:

Text Book, Power Point Presentation, Exercises, Sample Tools, Resource List


You will learn:

    1.Key endowment types, structures, and business model requirements
    2.How to use an endowment readiness checklist to determine if you are ready to start building an endowment
    3.The importance of endowment donor cultivation and stewardship
    4.The board impact on endowment campaigns and what kind of a committee to recruit
    5.The five most important tools for building endowment
    6.How to design an endowment-building bequest program and charitable gift annuity program
    7.The importance of the annual campaign to future endowment building
    8.The demographics and psychographics of endowment building
    9.How to profile potential endowment donors
    10.The strategy for endowment campaigns

    • How does it work
    • How not to do it wrongly    
    • How to build an endowment on your existing platform
    • How to build an endowment on a new platform
    • Using the board, volunteers and staff
    • Case statements
    • How to plan to grow the endowment over time
    • What to do next

Tuition: $120 Members, $220 Non-members

Instructor: Mark Brewer, President/CEO, Central Florida Foundation

Mark Brewer is President and Chief Executive Officer of the Central Florida Foundation. The Foundation’s mission is to build community by building philanthropy, and it holds more than 400 charitable funds for individuals, families, businesses, and nonprofit agencies across the region. He was selected as president and CEO, and joined the Foundation board of directors in 2000. By managing and investing donor funds, connecting donors with projects they feel passionately about, and providing research for donors to make informed decisions, the Foundation connects people with what they care about in the Central Florida regional community and around the world.

Mark has earned respect for his ability to build community partnerships that meet issues head-on and produce measureable results. He has worked with hundreds of individuals, families, and corporations to establish philanthropy plans, endowments, funding strategies, and planned gifts. More than 100 regional nonprofit boards have enlisted Mark’s assistance with strategic and scenario planning initiatives that included the use of endowed investments to sustain their organizations. He is a well-known national speaker on nonprofit sector management and strategy, philanthropy’s role in America, venture philanthropy strategies, and the role of the nonprofit sector in public policy. Mark frequently advises private and corporate foundation grantmakers across the Central Florida region.

Mark began his career in the media as a reporter, anchor, and journalist. His background includes more than a decade as a management and performance consultant in the nonprofit sector. Later, as a licensed investment professional, he assisted donors with estate and planned giving strategies. Mark holds a Bachelor of Science Degree in Business, a Masters Degree in Public Administration with a specialty in Nonprofit Management, is a Chartered Advisor in Philanthropy ®, and is a candidate for a PhD in Public Administration with a specialty in Policy and Law from Walden University (Expected 2014).

Mark plays a leadership role in a number of national and community initiatives. His service focus is with organizations that grow philanthropy and play roles in strategic grantmaking and public policy. At the national level, Mark chaired the Community Foundation Services Corporation, which oversaw the Merrill Lynch Community Charitable Fund, a national donor advised fund partnership. At the state level, Mark serves as Chair of the Florida Philanthropic Network, a statewide association of grantmakers working to strengthen philanthropy through research, education, and public policy. And, in the Central Florida region, Mark serves as Chair of the Advisory Board of the Donors Forum, Chairs the Roundtable of Community Based Organizations for the Central Florida Partnership, is Vice Chair of the Heart of Florida United Way Investing in Results Council, Chair of myregion.org, and plays a public policy role on the boards of the Central Florida Partnership and the Central Florida Homeless Commission. Mark is a past Chair of the Florida Federation of Community Foundations.

 
 
 

« Go to Upcoming Event List
Sign In


Forgot your password?

New to our organization?

Calendar

7/30/2014
QuickBooks for Nonprofits - Session I of II

7/31/2014
QuickBooks for Nonprofits - Session II of II

8/6/2014
Finding Grant Funding

8/7/2014
Leaders Series Lunch: Social Media Panel – Hear from the Experts!