With an estimated $12 trillion in intergenerational wealth expected to be transferred to charitable causes in the coming decades, now is the time to strengthen your organization’s long-term financial future through endowment building.
Whether you’re launching a new endowment initiative or expanding an existing one, the Endowment Building Institute (EBI) is a comprehensive, full-day workshop designed to provide you with the tools, strategies, and templates needed to build and sustain a successful endowment program.
This interactive session covers six core areas: understanding endowments and making the case for support; policies and gift structures; donor identification and engagement; stewardship best practices; marketing strategies; and measuring results. Participants will gain practical guidance for navigating the legal, financial, and relational aspects of endowment development.
You’ll also receive a detailed resource notebook, complete with worksheets, sample policies, readiness assessments, and planning tools — everything you need to begin or enhance your endowment strategy immediately.
Learning Objectives:
Articulate the benefits of endowment assets to support long-term financial stability and mission-driven growth
Make a compelling case for endowment support to senior leaders, boards, and donors
Launch or enhance an endowment program through policies, donor engagement, marketing, and stewardship strategies
Apply practical tools and templates to ensure long-term success and adaptability in your endowment-building efforts
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