This webinar will enable accountants, financial advisors, and philanthropic fundraisers to become more comfortable in understanding and discussing charitable endowments. You should attend if you serve on a nonprofit board, advise a nonprofit, or advise donors.

We'll discuss:

• Impact of donors’ investments in endowments


• Difference between permanently restricted endowment (donor-designated true endowment) and temporarily restricted endowment (board designated quasi-endowment)


• Nonprofit infrastructure and policies needed to manage robust endowment funds


• Tendencies for externally “owned” and managed endowments


• Innovations to make endowments "stickier" for donors

• Determine why endowments excite many donors


• Recognize how endowments work – policies for distributions and investments


• Identify recent trends in endowment