Endowment Resources:
Sample Endowment materials include:
Planned Giving Handbook (PGH) - Planned Giving & Endowment Development Resources
Fillable Endowment Section of PGH - Fillable PDF file allows you to customize your specific endowment information
Template for Fillable PDF - Refer to these helpful descriptions of the information needed as you fill in the blanks
Investment Resources:
- Note on Sustainable Income from an Investment Portfolio - Maximizing and stabilizing income while maintaining the purchasing power of your endowment
Keys for Managing Existing Assets - A workshop outline
Click Here to read about "Selecting a Model Portfolio"