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Understanding Endowments
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Understanding Endowments

This is an approved elective for the Certificate in Fundraising and Development.

11/1/2018
When: Thursday, November 1, 2018
9:15 a.m. - 4:15 p.m.
Where: Rollins College, Bush Executive Center
Sun Trust Parking Garage
150 East Lyman Avenue
Winter Park, Florida  32789
United States


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Have you dreamed of taking your nonprofit beyond typical fundraising to meet annual operating needs and providing financial stability? Then this workshop is for you!

In this workshop you will learn strategies to start an endowment. Participants will be given the book Nonprofit Essentials: Endowment Building written by Diana Newman 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.

Endowment-Definition

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.

Endowment Income-Benefits

  • Financial Stability
  • Sustainability of Programs and/or Operations
  • Donor Incentive to Invest in Growth and Expansion
  • Availability of Risk Capital
  • Permanence and Longevity
  • Opportunity for Donors to Invest in the Mission
Takeaways:

Nonprofit Essentials: Endowment Building ($50 value!), Power Point Presentation, Exercises, Sample Tools, Resource List

Expect to learn:

  • How does endowment work?
  • Governance and capacity needed to manage endowment and how to do it if you don’t have it
  • How to include endowment on your existing development platform
  • How to build an endowment on a new platform
  • Using the board, volunteers and staff to create the value proposition for endowment investors
  • Why most endowments don’t use case statements
  • How to plan for and grow the endowment over time
  • What to do first thing after this training!

Tuition: $210 members, $370 non-members (Price includes Nonprofit Essentials: Endowment Building written by: Diana Newman) 

Testimonials:

"Mr. Brewer’s presentation is first-rate”
"Mark was so dynamic I could listen and learn for another full day on this topic”
"Everyone in nonprofit needs this course”

Instructor: Mark Brewer, President/CEO, Central Florida Foundation

Central Florida Foundation believes in the power of philanthropy and that thoughtful strategies, combined with a generous community, make Central Florida a place where everyone feels at home. The Foundation works with families focused on giving back, nonprofits and across public and private sectors to bring philanthropy to life. It all began in 1994 as a dream around a table of local, passionate people, and has grown to be one of the community’s most trusted resources.

Mark joined the Foundation in 2000 and 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 through the Foundation 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 the independent sector, philanthropy’s role in America, venture philanthropy strategies, and the role of the independent sector in public policy. In his leadership role at the Central Florida Foundation, Mark frequently advises private and corporate foundation grant makers across the region, and plays a public policy advisory role on strategy and advisory boards around the state of Florida.

Mark began his career in the media as a reporter, anchor, and journalist. His background includes more than a decade as a management consultant in the private and independent sectors, leading merger and acquisition strategies for cross-sector initiatives. Later, as a licensed investment professional, he assisted clients with estate and planned giving strategies. Mark holds a Bachelor’s Degree in Business, a Master’s Degree in Public Administration with a specialty in Nonprofit Management, is a Chartered Advisor in Philanthropy ®, and is ABD for a PhD in Public Administration with a specialty in Policy and Law from Walden University.

Mark has played 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 grant making 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 is a past Chair of the Florida Philanthropic Network, a statewide association of grant-makers working to strengthen philanthropy through research, education, and public policy, and is a past Chair of the Community Foundations of Florida, the statewide association of community foundations. In the Central Florida region, Mark serves as Vice Chair of Community Development of the Orlando Economic Partnership, a public-private partnership, working to create quality jobs, economic growth, broad-based prosperity, and a sustainable quality of life for the region. 

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