Soliciting Endowment Support

Last updated October 17, 2016

Soliciting Endowment Support

Last updated October 17, 2016

Table of Contents


Overview

Raising funds for your endowment can be one of the most confounding fundraising tasks, but doing so is also an important part of a long-term, sustainable fundraising strategy. Learn how to more effectively raise endowed gifts for your institution. Our expert instructor will share insights on:

  • Developing language and gaining buy-in for endowment fundraising internally
  • Understanding how to talk about and solicit endowed funds with donors
  • Identifying endowment prospects
  • Closing gifts for your endowment

Who should attend?

Frontline fundraisers and those charged with raising endowed funds will learn how to educate both internal and external audiences on endowments, how to identify potential donors and how to close more endowed gifts.

Agenda

  • Internal Education Pieces
    • Gaining Internal Buy-In for Endowment Fundraising
      • Educating deans and academic leadership
      • Developing language for donors
    • Endowment Fundraising as a Part of Your Fundraising Strategy
      • Identifying naming opportunities
      • Thinking about endowments creatively
        • Equipment
        • Administrative support
        • Other supplies
  • External Education Pieces
    • Educating and Soliciting Prospects and Donors
      • Identifying ideal endowment prospects
      • Sample visit conversations
      • Outright gifts vs. endowment
      • Explaining your spend policy
    • Closing Endowed Gifts
      • Developing sound gift agreements
      • Regularly reporting on endowments
    • Stewardship