Understanding Endowment from Formation to Stewardship
Learn how to define endowment, identify the importance of a good investment policy, review traditional vs. progressive endowment investing strategies, and how to develop strong endowment gift acceptance policies. Explore different endowment vehicles such as endowed funds vs. academic chairs and discuss the pitfalls with each one. Review policy examples, chair and endowment agreements, and stewardship software to help manage endowment education with your school community.
Peter Gallo, Director of Development, Landon School
