Endowment Funding Consulting

When You Have A Need To…

Determine your readiness to establish an endowment fund.
Aggressively build an existing fund.

Results from engagements conducted . . .

The board’s knowledge in the types of planned giving options available increased.
A brochure focusing on a vision and the endowment needed to reach it was developed.
Key policies for recognition, gift acceptance, investment management and donor rights were defined.

Executive Service Corps Can Help

Determine the best form of fund for your organization and the way to manage it.
Develop strategies to build the fund through literature, events, seminars and donor recognition.
Understand giving options such as cash or stock, life insurance, real estate, IRAs and life income gifts.

The best time to start a planned giving program was ten years ago. The next best time is right now.

Annual giving campaigns ask donors for a share of their income. Endowment gifts are usually part of a donor’s estate plan and involve a share of assets. Understanding the difference is one of the first steps to building an endowment fund.

A nonprofit that wants to build a successful endowment program needs to begin building solid, long-term relationships with prospects because major estate decisions take time and careful consideration.

Executive Service Corps of Chicago provides assistance in establishing endowments and developing marketing plans to launch them and make them grow. Contact us for more information on how ESC can help your organization gain the benefits of endowment funding.