Date: Wednesday, September 23, 2026 Time: 11 am – 12 pm central Webinar
A healthy endowment is one of the most powerful tools for ensuring long-term institutional sustainability and mission fulfillment. As organizations face enrollment challenges, funding uncertainties, and economic fluctuations, building and maintaining a strong endowment has never been more important. Are valuable resources sitting unused within your endowed and restricted funds? After this webinar, you will be able to confidently answer “no.”
This webinar will explore practical strategies for growing your endowment, engaging donors in long-term philanthropic investments, creating policies and stewardship practices that inspire confidence and future giving, and auditing your endowments to ensure you’re maximizing impact.
Whether your organization is building an endowment program from the ground up or seeking to strengthen an existing one, this session will provide actionable guidance for creating lasting financial stability. Participants will leave with a framework for evaluating endowed and restricted funds within their organization and identifying opportunities to increase fund utilization, improve oversight, and better align resources with institutional priorities while honoring donor intent.
Topics Include
- Making the case for endowed and planned gifts with donors
- Best practices for endowment agreements and gift acceptance policies
- Stewardship strategies that strengthen donor relationships and encourage future investment
- Conducting a comprehensive review of endowed and restricted funds
- Identifying opportunities to maximize fund utilization and impact
- Collaborating with finance, financial aid, advancement, and institutional leadership
- Evaluating fund agreements and donor restrictions
The fee is $295 per institution, which allows your entire team the opportunity to participate in this professional development at the same time. If you are a current client of Gonser Gerber Advancement Consulting, that fee is just $145. You will also receive a copy of the presentation and a recording of the webinar with your registration.
This program is ideal for professionals responsible for fundraising and donor engagement, as well as the management, oversight, and administration of endowed and restricted funds, including:
- Chief advancement officers
- Major gift officers and development professionals
- Chief financial officers
- Controllers and business officers
- Scholarship and financial aid administrators
- Foundation and nonprofit leaders
- Institutional executives and board members
Organizations of all types, including higher education institutions, independent schools, healthcare organizations, faith-based institutions, and nonprofits, can benefit from learning how to optimize the use of existing endowed and restricted assets while strengthening stewardship and compliance practices.
Presented by team members from Gonser Gerber: Chad Jolly, Ph.D. and Meredith Brunen, Ed.D.
