Finance
On November 15, 2023 at 12 Noon Eastern Time, James W. (Jim) Murphy, CFRE of the Episcopal Church Foundation and Greg Rousos, President & CEO of the New Covenant Trust/Presbyterian Foundation reviewed a variety of ways to enc…
Planned gifts made to your school could be transformational in securing funds for scholarships, building endowments and new facilities, and empowering your future.
2015 proved to be a volatile year for investments. How should you position your endowment/investment fund portfolio for 2016?
This webinar will provide a step-by-step understanding of the methodology that has led hundreds of Episcopal parishes to success using a flexible three phase process: Discernment, Feasibility Study, and the Gifting Phase.
Do you know the laws that govern your endowment?
Are you overspending your endowment? How do you know?
The way your parish spends money is directly linked to mission and ministry and a key indication of your congregation’s identity.
Why have Donor-advised Funds (DAF) become the fastest growing giving tool in the country?
How should you position your endowment/investment fund portfolio for 2017 with the advent of a new administration in Washington?
How do messages from our families of origin, our culture, and our religious traditions shape our ideas about money?
How are your leaders cultivating grants from Donor-advised Funds (DAF) created by your parishioners and other constituents? Since DAFs have become the fastest growing giving tool in the country, are you correctly recognizing …
Undertaking a capital campaign can seem daunting, but it need not be.
This webinar will provide a concrete, yet adaptable, "how to" for successful annual fundraising.
This webinar addresses how leaders can build trust to encourage planned gifts among donors and about the pitfalls that can be caused by a lack of trust.
How much money is “enough” for a planned gift?
Join us to review basic principles and best practices for endowment management.
Research on nonprofit fundraising suggests that as donor age decreases, the prevalence of the following donor questions increases: (1) Can I give online? and (2) How is my money making a difference?
We hear it all the time: You need to be doing year round stewardship! But how do we engage the topic of money in a way that is fun, engaging and deeply spiritual?
Building on how Jesus challenged us to consider proper use of our resources, this webinar will offer a broad overview of the most important aspects of parish finance and will share how your parish can improve in this vital as…
This workshop reviews basic principles and best practices for endowment management.