Endowment and long-term financial strategy for nonprofits

Challenge

Signs you need an endowment strategy

Donors have expressed interest in legacy or larger gifts but you have no policy, structure, or strategy to receive or manage them — so those conversations go nowhere.

What you'll achieve

A credible long-term financial strategy, including an endowment or reserves framework, that unlocks larger and more patient capital.

How a Nonprofit Builder consultant helps

Research applicable models, facilitate strategic conversations with leadership and board, and develop the policy and investment framework suited to your context.

Key deliverables

Endowment or long-term fund policy, financial modelling, investment principles note, board presentation, donor communication guidelines.

Interested in this project?

Talk to our team about how a consultant can tailor this project to your organisation - and how to get started on the platform.

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