View Our Nonprofit Toolkit
Thank you for requesting our nonprofit endowment toolkit, with tips on the entire process from considering an endowment to growing one.
Please bookmark this page so you can return to the resources. You will also be sent an email with a link back to this page.
Why an Endowment?
You’ve researched endowments and know what they are and how they operate. The next set of videos will help you determine if your organization is ready to start an endowment and how to engage your board in advocacy and fundraising.
Assess Your Endowment Readiness
Download the policy and documents checklist and readiness quiz to walk through the questions in the video above. If you can answer ‘yes’ to each of these questions, you are well-positioned for a successful endowment effort.
How Can You Educate Your Board?
Educating Board members about endowment and planned giving has at least three major benefits:
- They’ll be able to better understand the work you do and thus more robustly support it.
- Having a better understanding of gift opportunities, they can better identify potential donors in their personal and professional networks.
- They may discover that one of the gift options you share with them is a good fit for their particular situation.
Learn more about the many ways to engage board members and provide resources to educate them about endowment in this video.
Gift Acceptance Policies
Gift acceptance policies govern what kind of gifts your organization will accept and under what conditions they can be accepted. This video briefly covers why gift acceptance policies are important and key items you should include within your organization’s gift acceptance policy.
Grow Your Endowment
Now that your endowment is established, how do you continue to grow it? This section of our endowment toolkit offers tips on marketing your endowment, identifying and cultivating donors, and working with donors to generate endowment gifts.
Love Our Specialized Approach to Endowments?
We’re here to help you succeed and can help in many ways. For more information about starting or growing your endowment, or for any questions related to endowment or planned giving generally, please contact gift planners Elizabeth McCray at 651.325.4297 or Mariah Brook at 651.325.4269.