Northeast Regional Conference Materials

Thank you to everybody who attended our Northeast Regional Endowment Conference. Speaker presentations can be downloaded by clicking on the links below. To find out more about our upcoming Midwest Regional Conference in Chicago, click here.

Please find below presentations and supplementary materials for our Endowment Conference in Salem, MA.

Conference Agenda

Opening Plenary
The Church, Money & the Economy

Workshop Session A
Planning your legacy — Don Hill
Reviewing & refining your endowment policy — Matt Wagner

Getting Real about Spending Goals & Policies — Mark Parthemer

Afternoon Plenary
Investing & Values — Dave Klassen & Katie McCloskey

Workshop Session B
Donor-friendly endowment marketing — Cheri Lovell
Policy Samples (to accompany above presentation)
The next steps in spending policies — Matt Wagner

To learn more about our speakers, click here.

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