endowment

Endowment campaigns require considerable financial and human resources, demand an extended time commitment from the leaders of the organization, and necessitate thorough planning for the campaign to be successful and the financial goal reached.  Endowment campaigns are multi-year fundraising operations to raise funds for sustainability whereas only the earning are allocated for spending.  This allows the corpus of the endowment to remain intact and provides additional stability for the organization.

Foundation Innovation, LLC consulting services include:

A development audit to assess internal fundraising structures and determine how ready the organization is to undertake a campaign. Audit will include recommendations and/or templates for:

  • Gift acceptance policies & procedures

  • Message & communications

  • Determining how much money needs be raised

  • Determining how much time it will take to raise the money

  • Leadership gifts needed for the campaign

  • Identifying who should serve on a campaign committee


Campaign Action Plan 

  • Overview of the project, including a preliminary Case for Support

  • Campaign goal

  • Gift chart, detailing the amount and size of donations required

  • Campaign structure (naming opportunities, donor levels, etc.)

  • Responsibilities of lead campaign volunteers and committees

  • Timing, including campaign phases and detailed timeline

  
Marketing, Training and Infrastructure

  • Campaign marketing brochure design

  • Identification of donors, structure of support

  • Press release templates

  • Staff and volunteer training on major gift “ask”

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Development Tools

Finance & Governance Tools