Endowments: How To

In the last few months, readers of this publication have had the opportunity to seriously consider the notion of endowments and how they might fit into our overall donor development model. Both Liz Moxham and I tackled how the recent changes to the Disbursement Quota...

Are Endowments a Lost Soul?

The endowment is a bit of lost soul. It’s a term with no true legal meaning but a whole bunch of different understandings. It’s a word embraced by some fundraising organizations yet frowned upon by others. Endowments are like perennial flowers – we don’t want...

The Disbursement Quota Rules and their Implications for Charities

Tucked away in 2010 Federal Budget were several proposed provisions which will radically impact the way that charities manage their donations. These provisions, which reform and substantially simplify the existing disbursement quota rules, should dramatically impact the conversations that gift planners (and all fundraisers) have...