Increasing financial pressures mean that some nonprofits and foundations need to rely on endowments to finance an even greater share of current and future revenue needs. It is essential to start the building process now in order not to be left behind.
This one-day interactive workshop is designed for staff, board members and professional advisors who want to help organizations and foundations build and sustain a successful endowment.
A strong endowment will:
- supplement your organization’s current revenue stream
- support current projects and incubate new projects
- provide “hard-to-support” programs with additional funding
- communicate a good story to donors and funding foundations – increasing their desire to give to your endowment.
The workshop includes all of the tools and tactics for building a strategic endowment plan and how to create a solid foundation for the endowment with proper policies and procedures. Participants will also learn how to effectively market the endowment and solicit and steward endowment donors.
Upon request, a certificate of completion for continuing education credit will be issued.
About the Facilitator:
Janet Doolin has 25 years of experience in nonprofit and foundation work. She served as an estate planning attorney with MassMutual Financial Services of Massachusetts, a Fortune 100 company, before moving into the non-profit and philanthropy arena.
Doolin has served as senior director of planned giving and endowment at United Way in Denver, Colorado. She has also held development and management positions with the Gamma Phi Beta Sorority Foundation in Denver, Colorado; National MS Society-National Training Headquarters, Denver, Colorado; the Denver Art Museum, and at her alma mater, Western New England University and School of Law in Massachusetts.
As principal of her firm, Doolin Consulting LLC, her consulting group offers strategic and long-range planning services for nonprofits and foundations with a specialty in planned giving endowment development. Doolin currently serves on the faculty for Indiana University’s Fund Raising School at the Center on Philanthropy.
The workshop is limited to the first 50 registrants. The $350 registration fee includes a parking permit, boxed lunch, and a copy of Doolin’s book, “Endowment 101.”
- Enter NC State’s Centennial Campus via Varsity Drive.
- Continue traveling on Varsity Drive to the intersection of Varsity Drive and Main Campus Drive.
- Turn right onto Main Campus Drive.
- Follow to the end of the drive and turn right on Campus Shore Drive.
- The Monteith Research Center (MRC) is the first building on the right.
You may park in any visitor space in front of the MRC building, or in any space in the underground parking deck. Enter the MRC building from the first level of the parking lot through the door marked “MRC Entrance.” Take the elevator to second floor to Room 246.