Instructor: Steve Goebel, CFRE, Senior Planned Giving Officer, Genesis Health Services Foundation
Dates: April 11, April 25, May 9, May 23
Time: 3:30 - 4:30 pm
Location: Community Foundation of the Great River Bend, 852 Middle Road, Bettendorf
The term "endowment" is often used interchangeably with planned giving or deferred gifts, and fund-raising programs typically see endowments as desirable. This course will define the term "endowment" and distinguish endowment funds from planned and deferred giving programs (often used to solicit gifts for endowment). We will discuss what organizations should establish endowment funds, how to secure gifts for endowment, and how to administer endowments (manage the investments, allocate the earnings, provide stewardship to the donors). We’ll also look at legal, accounting, and regulatory requirements for endowment funds.