Each session is from 9:15 am – 11:45 am in the Assembly Room (lower level) at Park National Bank, 50 N. Third St., Newark, OH, 43055. Coffee and continental breakfast will be provided
9/13/17 – Session #1: Understanding Endowment & What Endowment Building Requires of the Organization
- Objectives for this Session:
- Understand the definition and types of endowment funds
- Learn why it is important and ways to build endowment
- Explore the role of the board in endowment building
- Develop the case for endowment at your nonprofit
11/8/17 – Session #2: Kinds of Gifts and Necessary Policies
- Objectives for this Session:
- Learn basics about current, deferred, and split interest gifts
- Consider your own planned gift priorities
- Understand the importance of written policies
- Develop a plan to review or draft policies for the board’s approval
1/10/18 – Session #3: Identifying, Cultivating and Soliciting Donors
- Objectives for this Session:
- Identify who is likely to support endowment
- Understand why donors choose different types of gifts
- Review and augment resources—database, staff, technology
- Develop a preparation plan for endowment building
- Set up an initial endowment program
3/14/18 – Session #4: Caring for Donors and the People They Trust
- Objectives for this Session:
- Design and implement a legacy society
- Develop an outreach effort to local professional advisors
- Set up recognition and stewardship standards
- Encourage donors to become advocates and ambassadors
5/9/18 – Session #5: Marketing the Endowment and Planned Gifts
- Objectives for this Session:
- Understand the core building blocks of an endowment marketing program
- Define your primary markets for the endowment and their characteristics
- Understand compelling themes and messages for various markets
- Develop tactics and tools to reach specific markets
7/11/18 – Session #6: Measuring Success and Building On It
- Objectives for this Session:
- Define both long- and short-term success for the endowment
- Measure the cost and benefit of the endowment building program
- Learn how to develop spreadsheets to measure results and project future gifts
- Develop collaborations with other organizational departments