Endowment Builder is a program designed to help charities build their Endowment Funds.
Our Vision
Our Vision is to help charities build long-term, sustainable sources of revenue. Endowment Builder supports charities as they build their endowment fund and create a sustainable long-term predictable revenue stream.
How Does Spire Philanthropy help us build our Endowment Fund?
There are two ways that Spire Philanthropy’s Endowment Builder can help a charity can build an Endowment Fund.
- Donations – We Help Your Organization Attract Support from Donors that can be used to build your Endowment Fund
- Investment Performance = We Help Your Organization select investment providers that are right for you.
Legacy and Planned Giving Services
Our services to charities
Strategic Support
› Development of a Planned Giving Strategy
› Prioritization of Endowment Fund prospects
› Presentation to Board of Directors
› Presentation to Fundraising Committee
Collateral Materials
› Donor Brochures
› Website Materials
› Materials for Professional Advisors
Board Consultation
› Board Training
› Board Solicitation
Training & Development
› Legacy giving training sessions with fundraising teams
› PG 101 for Board of Directors
Policy Development
› Formal draft of Master Fundraising policies including:
• Statement of Policy/ Scope – General Principles and Accountabilities
• General Fundraising Policies
• Gift Acceptance Policy
• Endowment Policy
• Gift Valuation Policy
• Corporate Relations Policy
Procedures
› Formal draft of procedures including:
• Insurance Administration Procedures
• Insurance Journey Protocols
• Bequest Journey Protocols
Donor Agreements
› Review of existing donor agreements
› Creation of draft Master Fund Agreement
Endowment Advisory Services
Our services to charities
Investment Policy Review
› Review investment policy to ensure it meets the organization’s needs
› Identify potential amendments and additions to policy
Investment Processes & Servicing Requirements
› Review of Decision-Making processes
› Investment Committee Composition and Skill Sets
› Determine Organizational Needs including Servicing and Reporting Requirements
Finding Investment Providers
› Design an RFP that is appropriate for your organization
› Identify investment providers that meet your needs
› Support the selection and review process