Endowment Services

Endowments have never been more important than today. While endowments have traditional been a part of higher education and healthcare, now all nonprofits – including arts organizations, human services organizations, and environmental entities – are building endowments to address fluctuations in annual revenue, ebbs and flows in government and foundation grants, and the periodic disaster needs addressed by those entities.

Endowments offer charities a way to ensure long-term financial stability through creation of a permanent source of funding for specific programs, program development, and operations. Long-term success in building and managing endowment assets requires a firm platform and infrastructure, consistent messaging, and conversations with donors.

Kathryn W. Miree & Associates, Inc. works with charities to:

• Assess readiness to build endowment
• Identify areas of infrastructure that must be developed for endowment management
• Determine the form of that endowment
• Build policies and procedures addressing endowment and fund structure, reporting, communications, stewardship, investment, spending, and distribution
• Set standards for fund structure, including minimums, separate accountings, named funds, and purpose
• Design the case statement for endowment
• Develop key marketing materials
• Design a marketing and calling strategy to build endowment
• Define the role of volunteers
• Train staff and volunteers to make calls
• Walk through the Request for Proposal process to identify and retain custody, accounting and investment management vendors

Request a proposal. Are you interested in requesting a proposal for services? Simply let us know your goals and objectives, and how to contact you. We will be happy to provide a written proposal without cost or obligation.