Nonprofit essentials: endowment building: developing an endowment action progr. Marketing the progr. a. enlisting the board's help. Identifying likely donors a. conducting personal visits. Establishing benchmarks a. measuring success

Praise for Endowment Building "This comprehensive work shows how endowments can provide multiple opportunities for donor involvement when the solicitation program is well designed and integrated with other fund development and program goals. Emphasizing the critical ethical issues inherent in marketing and structuring endowment gifts, it is an excellent reference manual and training guide." —Joanne Scanlan, PhD, Senior Vice President for Professional Development Council on Foundations, Washington, D.C. "Endowment Building provides both practical, hands-on advice and a philosophical, inspirational framework to guide novice and experienced mission-based organizations. Given the demographic opportunities and challenges facing the nonprofit world, this book is a must-read." —Nancy Herrold Strapp, Executive Vice President and Chief Development Officer Buckhorn Children & Family Services, Louisville, Kentucky "A comprehensive guide on how to start, grow, and maintain an endowment. It shows how to put theory into practice with numerous real-life examples and success stories." —Joe Bull, Director of Planned Giving, The Ohio State University, Columbus, Ohio "After you read this book, you will know what to do and how to do it. It is a wonderful tool for new and emerging community foundations!" —Kay M. Marquet, President and CEO, Community Foundation Sonoma County, California "Endowment Building is an insightful, succinct, easy-to-read resource on building successful endowment programs. It's a well-organized guide containing practical suggestions and reminders of things development professionals know but some-times forget." —Jeff W. Smith, Vice President and Trust Counsel, Baptist Foundation of Texas, Dallas

Praise for Endowment Building "This comprehensive work shows how endowments can provide multiple opportunities for donor involvement when the solicitation program is well designed and integrated with other fund development and program goals. Emphasizing the critical ethical issues inherent in marketing and structuring endowment gifts, it is an excellent reference manual and training guide."
--Joanne Scanlan, PhD, Senior Vice President for Professional Development Council on Foundations, Washington, D.C. "Endowment Building provides both practical, hands-on advice and a philosophical, inspirational framework to guide novice and experienced mission-based organizations. Given the demographic opportunities and challenges facing the nonprofit world, this book is a must-read."
--Nancy Herrold Strapp, Executive Vice President and Chief Development Officer Buckhorn Children & Family Services, Louisville, Kentucky "A comprehensive guide on how to start, grow, and maintain an endowment. It shows how to put theory into practice with numerous real-life examples and success stories."
--Joe Bull, Director of Planned Giving, The Ohio State University, Columbus, Ohio "After you read this book, you will know what to do and how to do it. It is a wonderful tool for new and emerging community foundations!"
--Kay M. Marquet, President and CEO, Community Foundation Sonoma County, California "Endowment Building is an insightful, succinct, easy-to-read resource on building successful endowment programs. It's a well-organized guide containing practical suggestions and reminders of things development professionals know but some-times forget."
--Jeff W. Smith, Vice President and Trust Counsel, Baptist Foundation of Texas, Dallas

Annotation. Praise for Endowment Building "This comprehensive work shows how endowments can provide multiple opportunities for donor involvement when the solicitation program is well designed and integrated with other fund development and program goals. Emphasizing the critical ethical issues inherent in marketing and structuring endowment gifts, it is an excellent reference manual and training guide." --Joanne Scanlan, PhD, Senior Vice President for Professional Development Council on Foundations, Washington, D.C. "Endowment Building provides both practical, hands-on advice and a philosophical, inspirational framework to guide novice and experienced mission-based organizations. Given the demographic opportunities and challenges facing the nonprofit world, this book is a must-read." --Nancy Herrold Strapp, Executive Vice President and Chief Development Officer Buckhorn Children & Family Services, Louisville, Kentucky "A comprehensive guide on how to start, grow, and maintain an endowment. It shows how to put theory into practice with numerous real-life examples and success stories." --Joe Bull, Director of Planned Giving, The Ohio State University, Columbus, Ohio "After you read this book, you will know what to do and how to do it. It is a wonderful tool for new and emerging community foundations!" --Kay M. Marquet, President and CEO, Community Foundation Sonoma County, California "Endowment Building is an insightful, succinct, easy-to-read resource on building successful endowment programs. It's a well-organized guide containing practical suggestions and reminders of things development professionals know but some-times forget." --Jeff W. Smith, Vice President and Trust Counsel, Baptist Foundation of Texas, Dallas NONPROFIT ESSENTIALS Endowment Building......Page 3 The AFP Fund Development Series......Page 9 About the Author......Page 11 Contents......Page 13 Foreword......Page 15 Preface......Page 19 1 Understanding Endowment......Page 27 2 Preplanning and Assessing Readiness for Endowment......Page 55 3 Developing the Case for Support and the Endowment Action Program......Page 77 4 Identifying, Cultivating, and Soliciting Prospective Donors......Page 97 5 Managing, Investing, and Establishing Policies......Page 125 6 Caring for Donors and the People They Trust......Page 145 7 Marketing the Endowment......Page 167 8 Measuring Success......Page 193 Appendix A Uniform Management of Institutional Funds Act (1972)......Page 211 Appendix B Sample Questions for Prospective Donors......Page 216 Appendix C Model Standards of Practice for the Charitable Gift Planner......Page 221 Appendix D The Donor Bill of Rights......Page 225 Appendix E Sample Acceptance Policies for Endowment Gifts......Page 227 Appendix F Sample Investment Policies Template......Page 238 Glossary of Endowment Terms......Page 247 References......Page 255 Index......Page 257 Essentials of Endowment Building outlines the step-by-step process for developing and implementing an endowment program. In practical, down-to-earth terms, it covers making the case for endowments (involving the board and securing the support of members), raising funds (planned giving and special events), investing the money (asset allocation and spending policies), marketing (preparing a strategic marketing plan), and much more