Endowments

Endowments provide nonprofits with predictable, long-term revenue that sustains your mission through economic uncertainty. Yet many organizations avoid them—believing endowments are too complicated or only for large institutions. This 26-page guide demystifies endowment funds and shows how any nonprofit can build one.

What You’ll Learn:

• The difference between immediate gifts and endowed gifts—and why both matter
• How to structure investment, usage, and withdrawal policies
• UPMIFA basics every board should understand
• Four types of endowment funds: true, term, quasi, and restricted
• How to calculate spending rates using a rolling average
• Why planned gifts are the natural pipeline to endowment growth
• Questions to ask before launching an endowment
• How to market endowments to legacy-minded donors
• Complete glossary of endowment terminology

Ready to build sustainable revenue for your mission? Download the guide and take the first step toward long-term financial stability.