Bentz Group - Endowment Development and Institutional Sustainability

Endowment Development and Institutional Sustainability

Having an adequate endowment fund is essential to the long-term financial health of a nonprofit organization. An endowment fund establishes credibility and conveys to institutional funders and individual donors alike the message that your organization is fiscally responsible and stable, committed to growth, and focused on longevity.

If your organization does not currently have an endowment fund, the Bentz Group can assist you in creating one, by:

Developing and articulating your institution’s endowment philosophy and strategy;
Setting realistic short-range and long-range financial goals;
Developing your corpus investment and interest expenditure policies;
Evaluating the various endowment fund management systems: in-house management; independent investment manager; or community foundation fund management – and selecting the most appropriate system, and
Identifying potential sources of institutional and individual support.

In addition, we help organizations to increase existing endowments, including the planning and conducting of successful endowment campaigns. Because planned giving is vital component of sustainable endowment growth, advice on seeking and securing planned gifts targeted to endowment is an important component of our counsel.

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