The Endowment Fund Roundtable is a blog dedicated to helping your organization grow its endowment. It is also a place for you to share ideas and tools with other organizations.
We welcome you to submit a blog entry, or comment on an existing post below.
The IRS has released revised Publication 1828, Tax Guide for Tax Guide For Churches and Religious Organizations - benefits and responsibilities under the federal tax law.
Thank you to everyone who joined us May 3, 2010 for a conversation with our investment advisor, Cambridge Associates. If you were unable to join the call, a recording of the call is now available.
The next ALDE webinar, "Endowment Fundraising ... OR How to Raise It When You're Not Going to Spend It," will be held Thursday, December 17, beginning at 10:30 a.m. Central Time. The presentation will be given by Jill Pranger, ACFRE.
In this report, Larry Stelter, president and CEO of The Stelter Company, recommends actions based on findings from a new national survey:
“After evaluating the results of our study on the characteristics and motivations of planned givers, we concluded that time and money can be well spent transitioning annual givers into bequest givers, and now is the perfect time to do that."
The LCF Bequest Tool Kit is designed to help you grow these planned gifts. It includes sample bequest language, sample letters to potential donors, sample newsletter articles, follow-up postcards and more.
