Endowments: All in Agreement

Endowment agreements live forever! Join in to learn about what is required in every endowment agreement, what’s suggested, and what might create sticky situations. Common donor requests will be discussed including restrictions vs. preferences. The session will also touch on when to use an endowment agreement vs a Gift Acceptance Memo, the differences in the types of endowments, and the most common amendment requests and how they’re handled.

Who Should Attend: All Advancement Services professionals who prepare endowment agreements for their institutions; Gift Officers who discuss endowment agreements with donors.