Building An Endowment
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Nonprofit Essentials
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Author : Diana S. Newman
language : en
Publisher: John Wiley & Sons
Release Date : 2005-03-10
Nonprofit Essentials written by Diana S. Newman and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2005-03-10 with Business & Economics categories.
Praise for Endowment Building "This comprehensive work shows how endowments can provide multiple opportunities for donor involvement when the solicitation program is well designed and integrated with other fund development and program goals. Emphasizing the critical ethical issues inherent in marketing and structuring endowment gifts, it is an excellent reference manual and training guide." --Joanne Scanlan, PhD, Senior Vice President for Professional Development Council on Foundations, Washington, D.C. "Endowment Building provides both practical, hands-on advice and a philosophical, inspirational framework to guide novice and experienced mission-based organizations. Given the demographic opportunities and challenges facing the nonprofit world, this book is a must-read." --Nancy Herrold Strapp, Executive Vice President and Chief Development Officer Buckhorn Children & Family Services, Louisville, Kentucky "A comprehensive guide on how to start, grow, and maintain an endowment. It shows how to put theory into practice with numerous real-life examples and success stories." --Joe Bull, Director of Planned Giving, The Ohio State University, Columbus, Ohio "After you read this book, you will know what to do and how to do it. It is a wonderful tool for new and emerging community foundations!" --Kay M. Marquet, President and CEO, Community Foundation Sonoma County, California "Endowment Building is an insightful, succinct, easy-to-read resource on building successful endowment programs. It's a well-organized guide containing practical suggestions and reminders of things development professionals know but some-times forget." --Jeff W. Smith, Vice President and Trust Counsel, Baptist Foundation of Texas, Dallas
Building An Endowment
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Author : Lynda S. Moerschbaecher
language : en
Publisher: Taylor Trade Publishing
Release Date : 2001
Building An Endowment written by Lynda S. Moerschbaecher and has been published by Taylor Trade Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001 with Business & Economics categories.
You often begin the monumental task of building an endowment with few resources, little support and even less time. In this book you will learn how to overcome these pressures and also learn the process of setting up and securing an endowment fund. We will examine where money comes from, where it goes and how it grows. We will set forth rules and guidelines for its management. We will unlock and outline the ways in which an endowment fund can become a most effective fundraising investment.After reading this book, you will not only have a solid grasp of what endowment is and how it works, you will be ready to build an endowment right from the start.
The Time For Endowment Building Is Now
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Author : Deborah Kaplan Polivy
language : en
Publisher: Bloomsbury Publishing PLC
Release Date : 2020-11-23
The Time For Endowment Building Is Now written by Deborah Kaplan Polivy and has been published by Bloomsbury Publishing PLC this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-11-23 with Business & Economics categories.
The Time for Endowment Building is Now: Why and How to Secure Your Organization’s Future describes endowment contributions both through outright and deferred gift giving. It puts the concept of endowment development front and center and explains the steps and mindset that are necessary to create the capacity to build and increase the endowment of an organization. The role and responsibility of the executive and the board in encouraging endowment development are described, and a chapter is devoted to the identification of endowment prospects not through wealth analysis or “major gift giving” but by donative history. A highlight of the book is a case study of the Harold Grinspoon Foundation’s LIFE & LEGACY Program that provides training and mentoring as well as incentives to local community-based organizations to encourage the building of endowment funds. The book will be particularly appealing to boards and staff members of those not-for-profit organizations contemplating whether to launch an endowment program or are in the beginning stages of doing so. This book will be valuable to veterans in the field considering their policies in relation to the use of endowment contributions as well as the marketing of them to prospects and donors. It will also be of interest to those teaching fundraising courses in not-for-profit management programs.
Endowment Handbook
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Author : Laura MacDonald
language : en
Publisher: John Wiley & Sons
Release Date : 2024-09-18
Endowment Handbook written by Laura MacDonald and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2024-09-18 with Business & Economics categories.
Up-to-date reference on building endowment, reserves, and enduring relationships in the modern world Endowment Handbook is a comprehensive overview of endowments and reserves, covering key changes brought about by the Tax Cuts and Jobs Act, the pandemic, and calls for social change which have caused dramatic shifts in donor behavior, market performance, and society's perceptions (good and bad) of endowed funds and the rising popularity of strategic reserves. This new publication reflects these changes and provides examples for attracting new kinds of assets like Cryptocurrency and building relationships that will sustain a cause for the future. Written by Laura MacDonald, Principal and Founder of Benefactor Group and frequent speaker at local, regional, and national conferences, Endowment Handbook covers every aspect of endowments and reserves from preplanning, to identifying, cultivating, and establishing prospective donors, all the way to marketing and measuring success. In this book, you'll learn about: Technical information describing endowments, balanced with some of the emerging critiques of endowments and growing preferences for strategic reserves Effective messaging strategies for endowment funds, such as the “follow-the-leader” effect and citing “donor agency” Use of data screening and AI tools, social media outreach, and behavioral research to increase donor engagement As interest in financial sustainability continues to grow, Endowment Handbook is an essential resource for nonprofit organizations, healthcare systems, universities, and others seeking to leverage the enormous transfer of wealth from generations demonstrating high levels of philanthropy and civic engagement.
Pioneering Portfolio Management
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Author : David F. Swensen
language : en
Publisher: Simon and Schuster
Release Date : 2009-01-06
Pioneering Portfolio Management written by David F. Swensen and has been published by Simon and Schuster this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-01-06 with Business & Economics categories.
In the years since the now-classic Pioneering Portfolio Management was first published, the global investment landscape has changed dramatically -- but the results of David Swensen's investment strategy for the Yale University endowment have remained as impressive as ever. Year after year, Yale's portfolio has trumped the marketplace by a wide margin, and, with over $20 billion added to the endowment under his twenty-three-year tenure, Swensen has contributed more to Yale's finances than anyone ever has to any university in the country. What may have seemed like one among many success stories in the era before the Internet bubble burst emerges now as a completely unprecedented institutional investment achievement. In this fully revised and updated edition, Swensen, author of the bestselling personal finance guide Unconventional Success, describes the investment process that underpins Yale's endowment. He provides lucid and penetrating insight into the world of institutional funds management, illuminating topics ranging from asset-allocation structures to active fund management. Swensen employs an array of vivid real-world examples, many drawn from his own formidable experience, to address critical concepts such as handling risk, selecting advisors, and weathering market pitfalls. Swensen offers clear and incisive advice, especially when describing a counterintuitive path. Conventional investing too often leads to buying high and selling low. Trust is more important than flash-in-the-pan success. Expertise, fortitude, and the long view produce positive results where gimmicks and trend following do not. The original Pioneering Portfolio Management outlined a commonsense template for structuring a well-diversified equity-oriented portfolio. This new edition provides fund managers and students of the market an up-to-date guide for actively managed investment portfolios.
International Experience In Developing The Financial Resources Of Universities
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Author : Abdulrahman Obaid AI-Youbi
language : en
Publisher: Springer Nature
Release Date : 2021-10-04
International Experience In Developing The Financial Resources Of Universities written by Abdulrahman Obaid AI-Youbi and has been published by Springer Nature this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-10-04 with Business & Economics categories.
This open access book aims to present the experiences and visions of several world university leaders, providing strategies and methods used to find various income sources for their institutions. The expansion of a university system requires a corresponding increase in funding. Consequently, university administrators all over the world are in a constant search for additional funds. If higher-level institutions are expected to deliver high-quality education and research, their sustainable funding is crucial to the development of the countries they serve. While governmental sources are a major part of the funding of most universities, economic downturns as in the case of the COVID-19 crisis may reduce governmental contributions in this and cause administrators to look for various alternative sources to help them compete in a global setting. This book offers valuable information and guidance to university leaders and administrators worldwide especially at a time when university budgets are under stress due to the COVID-19 pandemic with its dire financial and economic consequences.
Fundraising For Social Change
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Author : Kim Klein
language : en
Publisher: John Wiley & Sons
Release Date : 2016-04-18
Fundraising For Social Change written by Kim Klein and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-04-18 with Business & Economics categories.
The bible of grassroots fundraising, updated with the latest tools and methods Fundraising for Social Change is the preeminent guide to securing funding, with a specific focus on progressive nonprofit organizations with budgets under $5 million. Used by nonprofits nationally and internationally, this book provides a soup-to-nuts prescription for building, maintaining, and expanding an individual donor program. Author Kim Klein is a recognized authority on all aspects of fundraising, and this book distills her decades of expertise into fundraising strategies that work. This updated seventh edition includes new information on the impact of generational change, using social media effectively, multi-channel fundraising, and more, including expanded discussion on retaining donors and on legacy giving. Widely considered the 'bible of grassroots fundraising,' this practically-grounded guide is an invaluable resource for anyone who has to raise money for important causes. A strong, sustainable fundraising strategy must possess certain characteristics. You need people who are willing to ask and realistic goals. You need to gather data and use it to improve results, and you need to translate your ideas in to language donors will understand. A robust individual donor program creates stable and long-term cash flow, and this book shows you how to structure your fundraising appropriately no matter how tight your initial budget. Develop and maintain a large base of individual donors Utilize strategies that pay off sooner rather than later Expand your reach and get your message out to the donor pool Translate traditional fundraising methods into strategies that work for social justice organizations with little or no front money Basing your fundraising strategy on the contributions of individual donors may feel like herding cats—but it's the best way for your organization to maintain maximum freedom to pursue the mission that matters. A robust, organized, planned approach can help you reach your goals sooner, and Fundraising for Social Change is the field guide for putting it all together to make big things happen.
The Ivy Portfolio
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Author : Mebane T. Faber
language : en
Publisher: John Wiley & Sons
Release Date : 2011-04-05
The Ivy Portfolio written by Mebane T. Faber and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-04-05 with Business & Economics categories.
A do-it-yourself guide to investing like the renowned Harvard and Yale endowments. The Ivy Portfolio shows step-by-step how to track and mimic the investment strategies of the highly successful Harvard and Yale endowments. Using the endowment Policy Portfolios as a guide, the authors illustrate how an investor can develop a strategic asset allocation using an ETF-based investment approach. The Ivy Portfolio also reveals a novel method for investors to reduce their risk through a tactical asset allocation strategy to protect them from bear markets. The book will also showcase a method to follow the smart money and piggyback the top hedge funds and their stock-picking abilities. With readable, straightforward advice, The Ivy Portfolio will show investors exactly how this can be accomplished—and allow them to achieve an unparalleled level of investment success in the process. With all of the uncertainty in the markets today, The Ivy Portfolio helps the reader answer the most often asked question in investing today - "What do I do"?
Unconventional Success
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Author : David F. Swensen
language : en
Publisher: Simon and Schuster
Release Date : 2005-08-09
Unconventional Success written by David F. Swensen and has been published by Simon and Schuster this book supported file pdf, txt, epub, kindle and other format this book has been release on 2005-08-09 with Business & Economics categories.
The bestselling author of Pioneering Portfolio Management, the definitive template for institutional fund management, returns with a book that shows individual investors how to manage their financial assets. In Unconventional Success, investment legend David F. Swensen offers incontrovertible evidence that the for-profit mutual fund industry consistently fails the average investor. From excessive management fees to the frequent "churning" of portfolios, the relentless pursuit of profits by mutual fund management companies harms individual clients. Perhaps most destructive of all are the hidden schemes that limit investor choice and reduce returns, including "pay-to-play" product-placement fees, stale-price trading scams, soft-dollar kickbacks, and 12b-1 distribution charges. Even if investors manage to emerge unscathed from an encounter with the profit-seeking mutual fund industry, individuals face the likelihood of self-inflicted pain. The common practice of selling losers and buying winners (and doing both too often) damages portfolio returns and increases tax liabilities, delivering a one-two punch to investor aspirations. In short: Nearly insurmountable hurdles confront ordinary investors. Swensen's solution? A contrarian investment alternative that promotes well-diversified, equity-oriented, "market-mimicking" portfolios that reward investors who exhibit the courage to stay the course. Swensen suggests implementing his nonconformist proposal with investor-friendly, not-for-profit investment companies such as Vanguard and TIAA-CREF. By avoiding actively managed funds and employing client-oriented mutual fund managers, investors create the preconditions for investment success. Bottom line? Unconventional Success provides the guidance and financial know-how for improving the personal investor's financial future.
Strategy Beyond The Hockey Stick
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Author : Chris Bradley
language : en
Publisher: John Wiley & Sons
Release Date : 2018-02-06
Strategy Beyond The Hockey Stick written by Chris Bradley and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-02-06 with Business & Economics categories.
Beat the odds with a bold strategy from McKinsey & Company "Every once in a while, a genuinely fresh approach to business strategy appears" —legendary business professor Richard Rumelt, UCLA McKinsey & Company's newest, most definitive, and most irreverent book on strategy—which thousands of executives are already using—is a must-read for all C-suite executives looking to create winning corporate strategies. Strategy Beyond the Hockey Stick is spearheading an empirical revolution in the field of strategy. Based on an extensive analysis of the key factors that drove the long-term performance of thousands of global companies, the book offers a ground-breaking formula that enables you to objectively assess your strategy's real odds of future success. "This book is fundamental. The principles laid out here, with compelling data, are a great way around the social pitfalls in strategy development." —Frans Van Houten, CEO, Royal Philips N.V. The authors have discovered that over a 10-year period, just 1 in 12 companies manage to jump from the middle tier of corporate performance—where 60% of companies reside, making very little economic profit—to the top quintile where 90% of global economic profit is made. This movement does not happen by magic—it depends on your company's current position, the trends it faces, and the big moves you make to give it the strongest chance of vaulting over the competition. This is not another strategy framework. Rather, Strategy Beyond the Hockey Stick shows, through empirical analysis and the experiences of dozens of companies that have successfully made multiple big moves, that to dramatically improve performance, you have to overcome incrementalism and corporate inertia. "A different kind of book—I couldn't put it down. Inspiring new insights on the facts of what it takes to move a company's performance, combined with practical advice on how to deal with real-life dynamics in management teams." —Jane Fraser, CEO, Citigroup Latin America