Location:
The Powelton Club
29 Old Balmville Road | Newburgh, NY 12550
Schedule:
Registration/Networking/Coffee Break: 1:30-2:00PM
Session: 2:00-3:30PM
This highly interactive session will not focus on the reason to have an endowment, but instead on the design and implementation of a plan to grow your endowment. We will discuss the best practices of board engagement, prospecting, marketing, cultivating donors, having the conversation, gift documentation and recognition. The session will be very practical and will offer specific how-to suggestions that attendees can follow - almost like an endowment building recipe!
Key Educational Speaker: Bryan Clontz, PhD, CFP, CLU, ChFC, CAP, AEP, RICP, CBP, ChSNC, Charitable Solutions, Founder/President
Hosted by:
Greater Hudson Valley Chapter of the Association of Fundraising Professionals, Community Foundations of the Hudson Valley, Community Foundation of Orange & Sullivan