CASE-NAIS 2020 Preconference Workshop
Sunday, Jan. 12, 2020
8:30–10:00 AM (Repeated 10:30 AM–NOON)
Building Endowment Through Promotion, Fundraising, and Management
How can we maximize the role endowment plays in protecting the financial security of our schools? If you don't have an endowment program, or have one that needs expansion, this session is for you. Learn the dynamics of endowment fundamentals, and how to grow it to a level for significant impact. Discuss current trends in endowment building, review endowment policies, and develop a multiyear plan for your school. Learn how to establish an ongoing planned giving program to grow your endowment using uncomplicated techniques.
Phil Higginson, Assistant Head of School for Institutional Advancement, Ravenscroft School; and Herb Soles, Consultant, Independent School Management (ISM)