Conference Workshop: Endowments & Planned Giving 101

Speaker: PJ Watters, Inland NW Community Foundation

www.inwcf.org

PJ Watters assists donors and professional advisors to achieve donors’ philanthropic goals. PJ 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, Chase Youth Commission and Rotary Club 21 of Spokane.

PJ has a Masters degree in Health Science/Health Education from Whitworth College and a Bachelor’s degree in Fine Art from University of California at Santa Barbara. She has completed courses at the Center on Philanthropy at Indiana University, including Principals and Techniques of Fundraising and Planned Giving, the Juran Institute in Wilton, Connecticut, and served as a National Examiner for U.S. Department of Commerce National Institute of Standards and Technology’s Malcolm Baldrige National Quality Award.

Back by popular demand! This workshop will cover endowments, how they differ from quasi-endowments, how to know when you are ready to establish a true endowment, and what steps to take in doing so. The workshop will answer a variety of questions including:

• What factors should you consider when planning an asset transfer to an endowment?
• What is your fiduciary responsibility for managing endowed assets? 
• Who should manage the investments and what should be considered in establishing a prudent “asset allocation”?
• How and why should you determine your spending policy? 
• What are the best ways to build your endowment? 
• What resources are available to support you in this effort? 

Join PJ at the 3rd annual Inland Northwest Nonprofit Conference – Programs and Sustainability Series held Thursday, February 7th, 2013, at the Lincoln Center. For more information visit the AE website.