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Marketing Your Endowment Program A Resource Guide for Local Churches Nebraska United Methodist Foundation his Marketing Handbook is a companion publication to the Foundations Planned Giving Handbook.
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Endowment program is a fundraising strategy where a donor provides a gift to an institution, typically a non-profit organization, with the stipulation that the principal amount remains intact and only the investment income is used for a specific purpose.
Non-profit organizations, universities, and other institutions that rely on endowment funds for financial support are required to file endowment program.
Endowment programs are typically filled out by financial officers or accountants of the institution, following specific guidelines and requirements set forth by the institution and regulatory bodies.
The purpose of endowment program is to provide long-term financial stability and support for an institution by generating investment income from the donated principal amount.
Information such as the total principal amount, investment strategy, investment performance, distribution of investment income, and any restrictions on the use of funds must be reported on endowment program.
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