Workshop Full. To add your name to the wait list click here.
Have you dreamed of taking your nonprofit beyond typical fundraising to meet
annual operating needs and providing financial stability? Then this workshop is
In this workshop you will learn strategies to start an endowment.
Participants will be given the book Building
Your Endowment from the Indiana University Fundraising School Excellence in Fund Raising Workbook Series
to serve as a foundation for building strategies and learning the process of
starting an endowment.
This course addresses beginning to
intermediate level instruction in endowments.
A fund of money, the
principal of which is held in perpetuity and invested and from which an
organization may use only the return on investment.
Use of Risk Capital
Permanence and Longevity
"Mr. Brewer’s presentation is
"Mark was so dynamic I could listen
and learn for another full day on this topic”
"Everyone in nonprofit needs this
Text Book, Power Point Presentation, Exercises, Sample
Tools, Resource List
You will learn:
1.Key endowment types, structures, and business model
2.How to use an endowment readiness checklist to determine if you are
ready to start building an endowment
3.The importance of endowment donor cultivation and stewardship
4.The board impact on endowment campaigns and what kind of a committee to
5.The five most important tools for building endowment
6.How to design an endowment-building bequest program and charitable gift
7.The importance of the annual campaign to future endowment building
8.The demographics and psychographics of endowment building
9.How to profile potential endowment donors
10.The strategy for endowment campaigns
- How not to do it wrongly
- How to build an endowment
on your existing platform
- How to build an endowment
on a new platform
- Using the board,
volunteers and staff
- Case statements
- How to plan to grow the
endowment over time
- What to do next
Tuition: $120 Members, $220 Non-members
Instructor: Mark Brewer, President/CEO, Central Florida Foundation
Mark Brewer is President and Chief Executive Officer of the Central Florida Foundation. The Foundation’s mission is to build community by building philanthropy, and it holds more than 400 charitable funds for individuals, families, businesses, and nonprofit agencies across the region. He was selected as president and CEO, and joined the Foundation board of directors in 2000. By managing and investing donor funds, connecting donors with projects they feel passionately about, and providing research for donors to make informed decisions, the Foundation connects people with what they care about in the Central Florida regional community and around the world.
Mark has earned respect for his ability to build community partnerships that meet issues head-on and produce measureable results. He has worked with hundreds of individuals, families, and corporations to establish philanthropy plans, endowments, funding strategies, and planned gifts. More than 100 regional nonprofit boards have enlisted Mark’s assistance with strategic and scenario planning initiatives that included the use of endowed investments to sustain their organizations. He is a well-known national speaker on nonprofit sector management and strategy, philanthropy’s role in America, venture philanthropy strategies, and the role of the nonprofit sector in public policy. Mark frequently advises private and corporate foundation grantmakers across the Central Florida region.
Mark began his career in the media as a reporter, anchor, and journalist. His background includes more than a decade as a management and performance consultant in the nonprofit sector. Later, as a licensed investment professional, he assisted donors with estate and planned giving strategies. Mark holds a Bachelor of Science Degree in Business, a Masters Degree in Public Administration with a specialty in Nonprofit Management, is a Chartered Advisor in Philanthropy ®, and is a candidate for a PhD in Public Administration with a specialty in Policy and Law from Walden University (Expected 2014).
Mark plays a leadership role in a number of national and community initiatives. His service focus is with organizations that grow philanthropy and play roles in strategic grantmaking and public policy. At the national level, Mark chaired the Community Foundation Services Corporation, which oversaw the Merrill Lynch Community Charitable Fund, a national donor advised fund partnership. At the state level, Mark serves as Chair of the Florida Philanthropic Network, a statewide association of grantmakers working to strengthen philanthropy through research, education, and public policy. And, in the Central Florida region, Mark serves as Chair of the Advisory Board of the Donors Forum, Chairs the Roundtable of Community Based Organizations for the Central Florida Partnership, is Vice Chair of the Heart of Florida United Way Investing in Results Council, Chair of myregion.org, and plays a public policy role on the boards of the Central Florida Partnership and the Central Florida Homeless Commission. Mark is a past Chair of the Florida Federation of Community Foundations.