2014 Endowment Conference

Photography courtesy of Long Beach Convention & Visitors

Photography courtesy of Long Beach Convention & Visitors Bureau

Thank you to everybody who joined us for the Western Regional Endowment Conference in Long Beach, CA. We would love to hear your thoughts on the event! Please complete an evaluation hereTo download a copy of the presentations or listen to audio files from the Conference, please click on appropriate link below.

Audio Files

Opening Plenary — Investing & Values

Panel Discussion — Investing, Values & the Economy

Closing Keynote — Investing, Values & Being Church

To request MP3 files of the above recordings, please email marketing.

Presentations 

Endowment giving essentials
What do you need to know about planned giving to effectively build your endowment? What’s popular? What’s new? We’ll take you beyond the basics.

Reviewing & refining your endowment policy
Endowment policies need periodic refreshment. We’ll discuss a checklist for review and options to refine your policy for greater sustainability.

Donor-friendly endowment marketing
Does your endowment need a jumpstart? How do you appeal to donors at every age — from those too young for planned gifts to those actively planning their estates? Let’s discuss how to move your endowment from dreams to donations!

Spending wisely from your endowment
Good spending policies and practices influence not only your church’s mission and budget, but your endowment’s appeal to donors. We’ll discuss policies for wise spending.

To download all the presentations along with the agenda in one file (4MB), click here.

Speaker Bios

Please download speaker bios here, or to view online, click the drop down menu below.

Speaker Bios — click to view
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