Nonprofit Essentials: Endowment Building

NONPROFIT ESSENTIALS Endowment Building......Page 3
The AFP Fund Development Series......Page 9
About the Author......Page 11
Contents......Page 13
Foreword......Page 15
Preface......Page 19
1 Understanding Endowment......Page 27
2 Preplanning and Assessing Readiness for Endowment......Page 55
3 Developing the Case for Support and the Endowment Action Program......Page 77
4 Identifying, Cultivating, and Soliciting Prospective Donors......Page 97
5 Managing, Investing, and Establishing Policies......Page 125
6 Caring for Donors and the People They Trust......Page 145
7 Marketing the Endowment......Page 167
8 Measuring Success......Page 193
Appendix A Uniform Management of Institutional Funds Act (1972)......Page 211
Appendix B Sample Questions for Prospective Donors......Page 216
Appendix C Model Standards of Practice for the Charitable Gift Planner......Page 221
Appendix D The Donor Bill of Rights......Page 225
Appendix E Sample Acceptance Policies for Endowment Gifts......Page 227
Appendix F Sample Investment Policies Template......Page 238
Glossary of Endowment Terms......Page 247
References......Page 255
Index......Page 257