Program Overview - Eligible for 2.5 CFRE Education Points

Endowment funds are important tools to help your organization perpetuate its mission and values. Learn how to create and grow an endowment to generate a permanent source of funding for your organization.

Learning Objectives:

• What are the different types of endowments and how are they structured and administered?
• What laws govern endowments?
• How do you identify donors and fundraise for endowments?
• How do you steward endowed donors?
• How should endowments be invested and spent?
• How do you select an investment advisor and evaluate your portfolio?

• Does not have an endowment but wants to start one.
• Has an endowment but has not made a concerted effort to grow and optimize those funds.
• Has an established endowment, but who would like to learn more about the fundamentals of growing and managing those funds.

Presenters: Nicholas A. Cintineo, CFA, CIPM® and Cathy Pereira, CFP®, CDFA®

Event Details:
8:30am - Registration and Check-in
9:00am-11:30am - Programming

Upon arrival, parking is available across the street in the Auditorium lot, except for handicapped tag users. Sign in at the reception desk so that we can direct you to the correct conference room.