In today’s uncertain climate, nonprofit fundraising has rarely seemed more challenging. An endowment fund can provide your organization with financial security and can demonstrate to your donors that your nonprofit is established and strategic. A single legacy gift to your endowment can transform your nonprofit forever by providing reliable and easy annual income for your mission.
Join us on Tuesday, November 10 from 12:30 pm to 2:00 pm for a free webinar on endowment planning and legacy fundraising. This workshop is for Outer Banks nonprofits of all sizes, with or without current endowments. If your group wants to learn more about building gifts and relationships that will benefit your nonprofit today and for years to come, this workshop is for you. In this engaging, interactive, 90-minute presentation, we will cover:
- Prospecting: How to identify the best prospects for a planned gift to your endowment
- Marketing: Good ways of reaching those prospects, and key media and messages to use
- Talking: How to start a “legacy conversation” one-on-one with your supporters
- Stewarding: Ways to keep your legacy donors engaged
- Partnering: How the Community Foundation can support your nonprofit with an endowment fund and planned giving services
About our presenters:
Lorelei Costa has served as Executive Director for the Outer Banks Community Foundation since 2012. A graduate of UNC Chapel Hill, she earned her certificate in nonprofit management from Duke University. With 20 years’ experience in the nonprofit and philanthropic sectors, Lorelei has worked on diverse projects across North Carolina and Alaska. She is a board member of the NC Network of Grantmakers and the NC Center for Nonprofits, and she recently served on the Community Leadership Council of the Z. Smith Reynolds Foundation.
Scott Brown, CFP®, is a Certified Financial Planner with Edward Jones Financial Services. His focus areas are in Estate and Legacy Strategies, Retirement Income Strategies, Intergenerational Planning, Wealth Strategies, Entrepreneurs and Business Owners, and Charitable Giving. His professional goals are to “empower clients to live their best life by organizing, building, preserving, and protecting their wealth…now and for generations to come.” Scott is the 2019-2020 President of the Outer Banks Community Foundation’s Board of Directors.
The event is free, but registration is required. CLICK HERE TO REGISTER. You will receive a confirmation email with a webinar link and a calendar placeholder.