Philanthropic Advisors

Take this Readiness Assessment

For endowment growth to take place, the organization should meet a number of criteria. The "Endowment Building Readiness Assessment" is a check list to evaluate the organization's ability to manage and grow its endowment.

Take this Fiduciary Assessment

This Self-Assessment of Fiduciary Excellence (SAFE) is intended to assist an organization in analyzing how well their organization meets a defined global fiduciary standard of excellence and in improving their long-term investment performance.

Glossary of Terms: Managing an Endowment

 

 

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Long-term financial security and sustainability. Two worthy goals, but we find many non-profits struggle in creating a development plan and do not have an effective strategy for composing their board of directors.  Therefore, they continue to struggle to create and maintain endowments that can make these goals a reality.

McKinley Carter Philanthropic Advisors help non-profits develop and sustain endowment funds by focusing on two areas:

• Managing much needed reoccurring income internally to plan for the future, sustain important programs, and develop new ventures to meet your ever-changing needs

• Developing and implementing strategies for external growth to infuse new contributions from a variety of planned giving sources like cash, securities, and, long-term vehicles that will provide favorable income retention for the donor

We professionally manage institutional endowments by helping organizations grow their assets through promoting and securing planned gifts, and facilitate strategic planning discussions to assess readiness, or prepare the organization, for growth.