Get insights, tips and ideas that can make your fund stronger and more appealing to potential donors

Most donors, and especially those with deep pockets, want to make sure that their financial contributions to your organization's endowment will be used and managed in the right way.

In this free strategy session, you will learn:

  • How to revise your endowment fund policy statement to give donors a greater level of comfort

  • How effectively you’re communicating the objectives of the endowment

  • What donors will like – and dislike – about your fund’s costs and payout policy

  • Tips and insights for selecting managers to implement your asset allocation

  • How to do a systematic review of risks and monitor the fund’s costs ... and more!

 

David Goldner

Your Strategy Session Leader

David Goldner, CPA, CFP®, CVA, is the managing partner at Gross, Mendelsohn & Associates. He has more than 30 years of experience providing tax, investment, estate and financial planning to clients throughout the Mid-Atlantic region.