Conference Session: Endowments and Planned Giving 101

Speaker: PJ Watters, Director of Gift Planning, Inland NW Community Foundation

PJ Watters assists donors and professional advisors to achieve donors’ philanthropic goals. She has a Master’s degree from Whitworth, 10+ years development officer experience, and 20+ years leadership experience in nonprofit organizations, including Group Health, Morning Star, Red Cross, Heart Association, and Chase Youth Commission.  PJ has completed courses at Center on Philanthropy at Indiana University, including Principals and Techniques of Fundraising and Planned Giving.

At the end of the session participants will be able to understand and better articulate answers to the following:

• What is an endowment?
• How do you know when you are ready to establish a true endowment?
• What is your Board’s fiduciary responsibility?
• Who manages the investments and what is a good “asset allocation”?
• How do you determine your spending policy?
• What are the best ways to build your endowment?
• What is a community foundation and how can they support you in this effort?

Join PJ at the 2nd annual Inland Northwest Nonprofit Conference – Leadership Series held Thursday, February 16th, 2012, at the Spokane Masonic Center. For more information visit the AE website.