Details

Foreword. <p>About the Author.</p> <p>Preface.</p> <p>Dedication.</p> <p>1. Understanding Endowment.</p> <p>2. Preplanning and Assessing Readiness for Endowment.</p> <p>3. Developing the Case for Support and the Endowment Action Program.</p> <p>4. Identifying, Cultivating, and Establishing Prospective Donors.</p> <p>5. Managing, Investing, and Establishing Policies.</p> <p>6. Caring for Donors and the People They Trust.</p> <p>7. Marketing the Endowment.</p> <p>8. Measuring Success.</p> <p>Appendix A: Uniform Management of Institutional Funds Act (1972).</p> <p>Appendix B: Sample Questions for Prospective Donors.</p> <p>Appendix C: Model Standards of Practice for the Charitable Gift Planner.</p> <p>Appendix D: The Donor Bill of Rights.</p> <p>Appendix E: Sample Acceptance Policies for Endowment Gifts.</p> <p>Appendix F: Sample Investment Policies Template.</p> <p>Glossary of Endowment Terms.</p> <p>References.</p> <p>Index.</p>

DIANA S. NEWMAN is founder and Principal of Philanthropic Resource Group, a Columbus-based, national consulting firm for nonprofit organizations. She has served as vice president for advancement at The Columbus Foundation and founding director of the Ohio Historical Foundation. She is also the author of the award-winning book, Opening Doors: Pathways to Diverse Donors (Jossey-Bass/Wiley).

Praise for Endowment Building <p>"This comprehensive work shows how endowments can provide multiple opportunities for donor involvement when the solicitation program is well designed and integrated with other fund development and program goals. Emphasizing the critical ethical issues inherent in marketing and structuring endowment gifts, it is an excellent reference manual and training guide."<br /> —Joanne Scanlan, PhD, Senior Vice President for Professional Development Council on Foundations, Washington, D.C.</p> <p>"Endowment Building provides both practical, hands-on advice and a philosophical, inspirational framework to guide novice and experienced mission-based organizations. Given the demographic opportunities and challenges facing the nonprofit world, this book is a must-read."<br /> —Nancy Herrold Strapp, Executive Vice President and Chief Development Officer Buckhorn Children & Family Services, Louisville, Kentucky</p> <p>"A comprehensive guide on how to start, grow, and maintain an endowment. It shows how to put theory into practice with numerous real-life examples and success stories."<br /> —Joe Bull, Director of Planned Giving, The Ohio State University, Columbus, Ohio</p> <p>"After you read this book, you will know what to do and how to do it. It is a wonderful tool for new and emerging community foundations!"<br /> —Kay M. Marquet, President and CEO, Community Foundation Sonoma County, California</p> <p>"Endowment Building is an insightful, succinct, easy-to-read resource on building successful endowment programs. It's a well-organized guide containing practical suggestions and reminders of things development professionals know but some-times forget."<br /> —Jeff W. Smith, Vice President and Trust Counsel, Baptist Foundation of Texas, Dallas</p>

"Endowments are very appealing as dependable sources of income for nonprofit organizations. Diana Newman’s comprehensive work shows how endowments also can provide multiple opportunities for donor involvement when the solicitation program is well-designed and integrated with other fund development and program goals. Diana emphasizes the critical ethical issues inherent in marketing and structuring endowment gifts in addition to clear step-by-step guidelines for constructing the entire campaign. It’s an excellent reference manual and training guide." --Joanne Scanlan, Ph.D. Senior Vice President for Professional Development, Council on Foundations <p>"Endowment funds will make the difference between organizations which thrive in the future and those which struggle to survive. Endowment Building by Diana Newman provides both practical, hands-on advice and a philosophical, inspirational framework to guide novice and experienced mission-based organizations. Given the demographic opportunities and challenges facing the nonprofit world, this book is a ‘must-read.’" --Nancy Herrold Strapp Executive Vice President and Chief Development Officer Buckhorn Children & Family Services</p> <p>"A comprehensive guide on how to start, grow and maintain an endowment. Diana also shows how to put theory into practice with numerous real-life examples and success stories."--Joe Bull Director of Planned Giving, The Ohio State University</p> <p>"In this book, Diana points to the importance of an endowment for any type of nonprofit organization. It is for the beginner and the experienced person. After you read this book, you will not have to wake up in the middle of the night to wonder, am I missing something or am I doing something wrong, you will know what to do and how to do it. This book is a wonderful tool for new and emerging community foundations, I wish that a copy had been mine when I started in this field 25 years ago! The community foundation field concentrated on current giving rather than endowment building for several years, now many are coming back to realize the power of the endowment."--Kay M. Marquet, President/CEO, Community Foundation Sonoma County (Sonoma CA)</p> <p>"Endowment Building is an insightful, succinct, easily read resource on building successful endowment programs. It is a well-organized guide containing practical suggestions and reminders of things development professionals know but sometimes forget."--Jeff W. Smith, Vice President/Trust Counsel, Baptist Foundation of Texas</p>

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