Reserves to Endowment: Preserving Your Future

Date:

May 2nd, 2023

Time:

10:00AM to 11:30AM

Location:

Zoom - information to be emailed

Audience:

Consultant, Grantseeker, Nonprofit

Event type:

Skillbuilding

Member fee:

$30

Base fee:

$45

jar of coins labeled with the word "future"

Are you living hand-to-mouth, or do you lead an organization that has the fiscal sustainability to succeed for the long-term? Excellence in nonprofit leadership means you have the resource in place to grow your programs, to scale your impact, to invest in innovative solutions, to ensure support is in place for a rainy day, and to leave the organization better than you found it. Programmatically you may have defined your legacy, but have you fiscally?

Unless you’re planning to achieve your organization’s vision and mission in the next few years, you’re likely here for the long haul. Do you have a diversified, sustainable base of funding to ensure your long-term success and viability? If you only have an operating account from which you pay your bills, but not a base of reserves and endowment, you risk your organization’s financial health and well-being.

Together, we’ll explore:

• How to ensure your organization’s sustainability.

• How to preserve your organization’s future.

• The benefit of having reserves or an endowment. Should you have one or both?

• In either case, how to attract this funding.

• How to balance immediate and longer-term needs?

• What creative solutions exist to generate and sustain these pools of resources, especially when you feel that you may need to invest every dollar you raise in your current programs and staff?

Join us to address these questions and more. Position your organization for long-term fiscal success in order to preserve your organization’s future and meet your client’s needs for years to come!

Our Presenter

For nearly 30 years, Chuck Gordon has served as a senior nonprofit professional and consultant, helping nonprofit organizations in Massachusetts and across the country realize their vision by raising increased revenues.

Today, Chuck leads the New Kensington Group, a full-service consulting firm helping nonprofit leaders grow their organizations. His work focuses on strategic planning, fundraising, executive search, and board leadership and governance support. As a nationally recognized trainer and speaker, he dedicates significant time to building the fundraising capacity of nonprofit professionals and senior volunteers.

Chuck has built and led three national development programs, having served as the National Chief Development Officer at City Year, Health Leads and uAspire, doubling revenues in each organization during his tenure. For 21 years, Chuck built an impressive track record at the United Way of Massachusetts Bay and Merrimack Valley, building the largest major gifts program among 1400 United Ways in the country and running the largest non-bequeathed endowment campaign ever conducted by a local United Way. He spent 15 years during his tenure as a volunteer trainer, speaker and consultant for United Way of America, including 4 years as the national chair for United Way Worldwide’s Major and Planned Gifts Council. Chuck previously served on the boards of the Wheelock Family Theatre, Eastern Middlesex ARC and Boston Children’s Theatre and was named one of Boston’s ’40 Under 40’ by the Boston Business Journal. He received his BA from Brandeis University and MBA from Boston University.

Registration closes at 2 pm on Monday, May 1st. Please view the Zoom delivery information below.

Registration type:

Normal registration

Zoom Instructions:

Zoom information: Zoom information for the program will be sent out to all registrants one week before AND in the afternoon of the business day before the session is scheduled to take place. Please reach out to info@philanthropyma.org if you believe you are registered for this program and do not receive the link.

Registration & Program Follow-up Materials: Registration for the program will be closed at 2pm EST on the day before the program is scheduled to take place. If you register after this point, you will be added to the waitlist and will be able to receive the program recording as well as all follow-up materials from the session. For fee-based Nonprofit Partner programs, you can request these materials for a discounted rate. Please note that it may take up to a week to prepare and disseminate those materials to all registrants.

Community Guidelines, Program Policies and In-Person Protocol:

Philanthropy Massachusetts has adopted these Community Guidelines & Policies for all programs.

Reserves to Endowment: Preserving Your Future

Zoom Instructions:

Community Guidelines, Program Policies and In-Person Protocol:

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