Maximize your impact
If you’re looking to grow your organization’s endowment, our toolkit offers actionable tips and tools to strengthen your fundraising. An endowment is a critical source of funding in good times and bad, and it helps sustain your organization into the future.
Building an endowment begins with fundraising. While there’s no “one-size-fits-all” approach, this toolkit gives you the resources to set yourself up for success and expand your mission for years to come.
Additional Resources
Guidebook
Fundraising 101
This guide features an overview of the fundraising cycle, the gift pyramid, and donor segmentation strategies. It's filled with practical, real-world tools to help you attract, cultivate, and retain donors—building lasting relationships that sustain your cause.
Evaluation Tools
RFP Template and Scorecard
The process of evaluating your investment advisor may feel overwhelming, but these tools are designed to make it easier. Get a customizable Request for Proposal template along with a scorecard for evaluating investment advisors.
Guidebook
Board & Staff Education
Your key personnel help make your organization’s mission a reality. Download our guide and get the information your board and staff need to ensure your organization is operating at its fullest potential.