September Agency Endowment and CGA Training

WhenSeptember 12, 2018
WhereArab American Museum
ContactRandy Ross

September 12, 2018

Agency Endowment 101: 1:00 pm to 2:00 pm
For the first session, we’ll talk about how agency endowment funds work at the Community Foundation. This session might be helpful for new staff, board members, or volunteers for organizations that already have endowment funds or any organization considering establishing an endowment fund. We’ll also include information about how you can promote gifts to the endowment fund.

Charitable Gift Annuity Training: 2:15 pm to 3:45 pm
For the second session, we’ll talk about the Community Foundation’s Charitable Gift Annuity program. This simple planned giving tool that provides both a charitable deduction and a lifetime income. The Community Foundation has the largest CGA program of any community foundation in the country, and we’ll discuss why a CGA might be right for your donors. Organizations with $100,000 or more in endowment with the Community Foundation are able to participate in the program, but organizations with endowment funds below that amount are welcome to attend the session.



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