Charitable Organization Endowment Training

Hear from organizations that are killing it at the endowment game, with tales of exceptional gifts, excellent strategy and admirable discipline.

Hosted in the Nancy B. Anthony Community Room; snacks and drinks will be provided.

This session will lay out the capabilities OCCF offers to become your planned giving back office and how you can leverage this in cultivating gifts.

Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about how the Community Foundation can support your planned giving efforts and how to present opportunities to your donor base.

Lunch provided by the Community Foundation.

This session introduces the fund portal and the digital tools available to our endowed community partners 24/7.

Who should attend: Staff or board members of our endowed community partners who want to keep up with current gifts, fund value, quarterly statements and historic donors.

This session introduces strategies for identification of planned giving prospects and how to prepare for your conversation.

Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about how to have meaningful conversations that seek to meet your donors’ needs.

Lunch provided by the Community Foundation.

This session covers all the basics of endowment and how to leverage this important resource for your nonprofit. Who should attend: Staff or board members who wish to understand the Charitable Organization Endowment program at OCCF.

Learn the details of how the program works, how you keep up, how to apply for matching grants and how to use this strategic vehicle to create sustainable, reliable support for your mission. This workshop is offered quarterly.

Lunch supplied by the Community Foundation

This session will lay out the capabilities OCCF offers to become your planned giving back office and how you can leverage this in cultivating gifts.

Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about more complex planned giving options and how to present these opportunities to your donor base.

Lunch provided by the Community Foundation.

This session delves into Donor Advised Funds – how they work, how you can appropriately respond to a DAF Grant, and what it means for your organization’s development efforts.

Who should attend: Staff or board members who wish to better understand Donor Advised Funds and how to leverage them into sustainable support for your organization.

All about marketing donor-centered gifts across your many communications channels and personal conversations, including leveraging your access to OCCF’s legacy giving site and other online tools during this 90-minute session.

Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about how to market your planned giving program across your many communications channels.

Lunch provided by the Community Foundation.

This session is an open discussion about strategies that work for endowment campaigns, with tips and tricks from real world campaigns.

Who should attend: Anyone associated with your organization, staff board or volunteers that wants to know what works for an endowment growth campaign.