Endowment 101: TABLE OF CONTENTS
THE FOUR PHASES OF ENDOWMENT BUILDING

PHASE ONE: BEFORE YOU BREAK GROUND

The Case for Endowment
The Four Pillars of Endowment

PHASE TWO: ENDOWMENT INFRASTRUCTURE

The Endowment Team
Endowment Management
Internal and External Policies
• Endowment Investment Policy Sample
• Sample Board Resolutions

PHASE THREE: BUILDING UP THE ENDOWMENT

How to Market Your Endowment Program
Who Makes Endowment Gifts?
• Profile of an Endowment Donor
• Do You Have Donors With Endowment Potential?
Cultivating Endowment Donors
Making the Ask and Closing the Gift

PHASE FOUR: FINISHING TOUCHES

Sample Endowment Agreements
Acknowledging and Recognizing Your Endowment Donors

Getting More Endowment Gifts
• Blueprints for Maximizing Your Endowment
• Staging a Successful Endowment Campaign

CD with Sample Endowment Agreements/Board Resolutions to Customize

Endowment 101 Handbook

140 pages
the essential handbook for building your nonprofit’s endowment from the ground up to mega-endowing
comes with a CD containing sample documents
loaded with practical information and sound advice for board and staff members.

Only $34.95 each.
Includes S & H