Endowments

This webinar reviews basic principles and best practices for endowment management. You will examine important, and easy to use, documents to use for structuring your endowment and for clarifying its purpose. Participants will…
This workshop reviews basic principles and best practices for endowment management.
This webinar will look at how your investment policy statement, spending rules, and asset allocation are intimately related. Vestries, finance committees and other leaders in Episcopal churches and organizations are called up…
This webinar focuses on the basics of planned giving, how it differs from annual stewardship and capital campaigns, how your parish can build endowment through life income gifts, and you will have a plan of action by the end …
Getting the structure of your endowment right is often the key to its success.
Getting the structure of your endowment right is often the key to its success.
Using proper spending rules with your endowment is key to maintaining confidence and trust with your congregation and a key component of proper endowment management.
This webinar reviews basic principles and best practices for endowment management.
Join us to review basic principles and best practices for endowment management.
Learn more about planned giving options and how they can benefit both you and your parish or favorite Episcopal charity.
Using proper spending rules with your endowment is key to maintaining confidence and trust with your congregation and a key component of proper endowment management.
This workshop reviews basic principles and best practices for endowment management.
This webinar covers basic principles and best practices for Episcopal schools in endowment management, including basic definitions, endowment policies, and investment options.
Do you know the laws that govern your endowment?
How should you position your endowment/investment fund portfolio for 2017 with the advent of a new administration in Washington?
2015 proved to be a volatile year for investments. How should you position your endowment/investment fund portfolio for 2016?
Selecting the best person(s) to lead your planned giving efforts is an important step in building and sustaining your program.
Are you overspending your endowment? How do you know?
Join us to review various tools for empowering your donors to give more generously to your Episcopal school.