Endowment Building on Steroids: Follow the Recipe

Planned Giving With a Shoe-String Staff and a Shoe-String Budget, PART II

A fundraising event for Greater Hudson Valley Association of Fundraising Professionals

Event Information

Thursday, May 11, 2023 from 1:30pm - 3:30pm

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

 

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