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ENDOWMENT and PLANNED GIVING (EPG) TOOLKIT Helping United Ways Build a Successful EPG Program CULTIVATE YOUR DONORS BUILD YOUR ENDOWMENT LEAVE A LASTING LEGACY November 2011iiHOW TO BUILD A SUCCESSFUL

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How to fill out endowment and

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Start by gathering all the necessary documents including identification proof, income proof, and any existing insurance policies.

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Research and evaluate different endowment plans offered by insurance companies to find one that suits your needs.

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Individuals who want to secure their family's financial future.

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What is endowment and?

Endowment is a financial asset that is donated to a non-profit organization, typically with the stipulation that the principal remain intact and that only the income generated by the investment be used for specific purposes.

Who is required to file endowment and?

Non-profit organizations that have endowments are required to file endowment and.

How to fill out endowment and?

Endowment and forms can typically be filled out online or mailed to the appropriate regulatory agency.

What is the purpose of endowment and?

The purpose of endowment and is to provide transparency and accountability for the management and use of donated financial assets.

What information must be reported on endowment and?

Endowment and typically require reporting on the amount of the endowment, how it is invested, and how the income generated is being used.

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