Endowment Planning

ESC's team of experienced consultants have helped nonprofits of all sizes to establish an endowment and ESC can help you to:

  1. Establishing financial policies related to the endowment
  2. Organizing leaders around the creation of an endowment fund
  3. Considering investment methods and options for best long term results
  4. Preparing an investment philosophy for the future
  5. Focusing on three core gift strategies
  6. Getting board approval and involvement
  7. Creating literature and publicity to advance the fund with key stakeholders
  8. Identifying key prospects for major gifts to the fund
  9. Building and cultivating relationships for future gifts to the fund
  10. Developing a plan for growing the endowment

Request a no-obligation proposal from ESC. Judge for yourself how ESC can help your organization establish an endowment fund at a nonprofit rate that fits your budget requirements.

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