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.
There are two ways that Spire Philanthropy’s Endowment Builder can help a charity can build an Endowment Fund.
› Development of a Planned Giving Strategy
› Prioritization of Endowment Fund prospects
› Presentation to Board of Directors
› Presentation to Fundraising Committee
› Donor Brochures
› Website Materials
› Materials for Professional Advisors
› Board Training
› Board Solicitation
› Legacy giving training sessions with fundraising teams
› PG 101 for Board of Directors
› 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
› Formal draft of procedures including:
• Insurance Administration Procedures
• Insurance Journey Protocols
• Bequest Journey Protocols
› Review of existing donor agreements
› Creation of draft Master Fund Agreement
› Review investment policy to ensure it meets the organization’s needs
› Identify potential amendments and additions to policy
› Review of Decision-Making processes
› Investment Committee Composition and Skill Sets
› Determine Organizational Needs including Servicing and Reporting Requirements
› Design an RFP that is appropriate for your organization
› Identify investment providers that meet your needs
› Support the selection and review process