“I
would highly recommend Heritage Funding Solutions to any organization desiring to enter into a capital drive of any size.”
W. Michael Younker, DVM
Chairman –
Foundation Steering Committee
Georgia Veterinary
Medical Association
Endowment Development
Endowment income is the greatest new potential source of income for your non profit
organization in the future. By establishing and implementing a plan, over time you will ensure the success of your
organization by maximizing the funds available for your mission. This process will develop leadership, encourage a long-range
planning horizon, build widespread ownership of your organization, build your image in the community and maximize opportunities
for support.
Endowed assets are invested
to produce income and growth, of which some is used annually to support your organization. Gifts of cash and securities
(stocks/bonds) could be utilized immediately. Other gifts including real estate, royalties, personal
property, art or closely held businesses could be sold and reinvested to generate income and growth.
Endowment gifts are often estate related and will take many years to transfer to your organization. Therefore,
endowments typically take a generation to take shape. However, over a period of time your endowment assets will
mushroom as these planned gifts begin to transfer to your organization.
Endowment development is a long-range process comprised of multiple "activities."
Frequent Mail
- Board Interpretation
- Social Events
- Clinics and Seminars
- One-on-One Calls and Group Gatherings
- Education
- Involvement
- Invitation
- Recognition
HFS has the ability to assist in the development of a better understanding of your current and potential donor base
through the design and implementation of an endowment development plan.
