Basics of Endowments for Episcopal Schools

Join us to review basic principles and best practices for endowment management, including basic definitions and explanations of the important of professional management, calculating appropriate spending rules, and investment choices for permanent vs reserve funds. You will examine important, and easy to use, documents to use for structuring your endowment and for clarifying its purpose. Participants will also learn about endowment policies and investment options which not only seek to protect an existing endowment, but will demonstrate how endowments can be used as to enhance your school’s overall mission, while building trust and confidence among your potential donors.

This webinar is presented with the National Association of Episcopal Schools (NAES) and by Ken Quigley, ECF Program Director