Free nonprofit webinar set for growing endowments with legacy gifts
Published 11:04 am Saturday, November 7, 2020
Endowment funds can provide organizations with financial security and can demonstrate to donors that a nonprofit is established and strategic. A single legacy gift to an endowment can transform a nonprofit forever by providing reliable and easy annual income for its mission, according to the Outer Banks Community Foundation.
Nonprofit leaders are encouraged to join the Outer Banks Community Foundation on Tuesday, November 10 from 12:30-2 p.m. 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. Those wanting to learn more about building gifts and relationships that will benefit their nonprofit today and for years to come should make plans to attend. This engaging, interactive, 90-minute presentation will cover:
- Prospecting: How to identify the best prospects for a planned gift.
- 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 supporters.
- Stewarding: Ways to keep legacy donors engaged.
- Partnering: How the Community Foundation supports nonprofits with endowment fund and planned giving services.
Webinar presenters will be Lorelei Costa and Scott Brown.
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 of experience in the nonprofit and philanthropic sectors, Costa 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.
Brown 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.” Brown is the 2019-20 president of the Outer Banks Community Foundation’s Board of Directors.