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Course Level :Basic
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Credits :1
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Instructional Method :Group Internet Based
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Pre-requisites :None
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Advance Preparation :None
Creating an endowment may be an important strategy to set aside funds for the future, and can be a hallmark of financial sustainability. This online CPE webinar for CPAs will let donors, accountants, and financial advisors become more comfortable in understanding and discussing charitable endowments. You should attend if you serve on a nonprofit board, advise a nonprofit, or advise donors.Â
Key topics discussed in this online CPE webinar:Â
This non-profit webinar is recommended for Not-for-profit industry professionals and auditors.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Founder, HospitalFundraising.com
Tom Wilson, CEO of HospitalFundraising.com, has worked in
nonprofit staff positions as a capital campaign and endowment consultant for
more than 40 years. In partnership with 300 client partners, he has helped
secure more than $1 B in charitable funding.
Wilson’s book, Winning Gifts: Make Your Donors Feel Like
Winners, was published by Wiley & Sons. Tom is a frequent conference presenter
(pre COVID) for AHP (healthcare fundraisers), AAMC (academic medical center
fundraisers), CASE (higher education fundraisers), PSI (for Adventist
fundraisers), and AFP (for all types of fundraisers). He also facilitates board
retreats, strategic plans, and trains nonprofit boards and staff.
We can accelerate the results of upgrading your major gifts fundraising program. Through decades of successful major gifts and capital campaign fundraising in the U.S. and Canada we have gleaned best practices from our work with higher education, hospitals, arts & culture, and many other worthy nonprofit ventures.
We’ve literally written the book – Winning Gifts: Make Your Donors Feel Like Winners (Wiley) – and share our knowledge consistently at AHP, AAMC, CASE, and AFP. We can train and help motivate your executive leadership, foundation board, and program staff (faculty, doctors, etc.) to help you raise more money.
We know how to turnaround stalled capital campaigns, plan for new campaigns. And, we’ve got the experience to help guide you through campaign implementation in tough times.
Become a member of MajorGiftFundraising.com – at no charge – to access our full library of presentations, blog articles, and our new podcast series.
62 Ratings
KT
Mar 31st, 2021
Tom did a great job sharing the overall approach to endowments. His practical advice and experiences in philanthropy and fundraising, plus the great stories and vignettes helped to make this an excellent presentation. Thanks Tom
SC
Mar 31st, 2021
The presentation aligned well to created expectations. Tom did a wonderful job of moving through a substantive amount of material in a manner that was well-paced, and sprinkled with engaging stories illuminating his experience with the subject topic.
MG
Jul 21st, 2021
An excellent topic on an often overlooked part of the nonprofit environment.
MS
Mar 31st, 2021
Very informative. Before attending this webinar, I thought I had a fairly good understanding of endowment funds. I see now that they are much more nuanced than I had previously imagined.
TS
Mar 30th, 2021
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1 Credit
Subject Area
Jul 05, 2022 | 09:00 AM EDT
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