• Overview and Contact Information

  • • Nonprofit Endowment Cohort Fall 2020 Overview
    • Nonprofit Endowment Cohort Fall 2020 Roster

• Endowments, Legacy Giving, and the Philanthropic Landscape

  • • Considering Legacy Giving
    • Social Worker Leaves $11 Million
    • Endowment Fundraising_The Fundraising Authority
    • Giving USA Infographic
    • Philanthropic Landscape
    • James & Rosen: Legacy Fundraising

• Session 1: Intro to Endowments and Integrated Development Plan

  • • Nonprofit Endowment Cohort Board Presentation
    • Orientation and Introduction Presentation
    • Integrated Development Plan template
    • Implementation Checklist template
    • Session 1 Meeting Recording

• Session 2: Gifts that Build Endowments

  • • Gifts that Build Endowments Presentation
    • Legacy Giving Options PDF
    • The Crescendo Blog: IRA Charitable Rollovers Remain Beneficial 
    • Gift Comparison Chart

• Session 3: Endowment and Legacy Asks

  • • Endowment and Legacy Asks Presentation
    • Ditch the Pitch Pocket Guide
    • Practice Scenario #1
    • Practice Scenario #2
    • Logan School Endowment Pledge Form
    • Logan School EXPOnential Brochure
    • Logan School Letter of Intent
    • Logan School Sample Script

• Session 4: Marketing and Stewardship

  • • Marketing and Stewardship Presentation
    • Denver Jewish Day School Legacy Brochure
    • Florence Crittenton Services
    • My Story, My Legacy_Rose Community Foundation
    • Warren Village Summer Newsletter 2017

• Session 5: Building Sustainability Through Board-Approved Policies

  • • Building Sustainability Through Board-Approved Policies Presentation
    • CPGR Gift Acceptance Policy
    • Gift Acceptance Policies & Guidelines_Mangone
    • Rose Community Foundation Gift Acceptance Policy
    • DJDS 2011 Policy_Example of Highlights
    • Model of Endowment Building and Spending Policies that Promote Financial Sustainability