Endowments 101, Part I

Endowments 101, Part I
Tuesday, May 14 | 1:00 PM – 2:00 PM | Webinar

Presented by: R. Perry Monastero, Principal, RPM Consulting Group, LLC with commentary from Paula Lasecki, Development Director, Nursing Foundation of Pennsylvania

One popular topic that shows up time and again on our AskPANO nonprofit helpdesk is endowments:

• How much money should my organization have earmarked to start an endowment?
• What documentation is needed to create an endowment?
• Are all endowment funds restricted?
• Are all endowments permanent endowments?
• What is the difference between an endowment and a quasi-endowment?

We thought it would be helpful to answer these questions and more in one information-packed webinar!

Join R Perry Monastero, Principal, RPM Consulting Group, LLC as he outlines how and when to establish an endowment, which type might be right for your organization, and how to manage all that an endowment entails.

In addition, the webinar will feature real-life endowment thoughts from Paula Lasecki, Development Director, Nursing Foundation of Pennsylvania, who has experiences with true, quasi, restricted, and unrestricted endowments.

Sign up today to see if an endowment might be right for your organization!

Want more? Join us next Tuesday, May 21 - same time different Zoom room - for Endowments 101, Part II: Legal Strategy Basics for Starting & Managing Endowments in PA, presented by Pennsylvania-based nonprofit attorney Morgen Cheshire. While Endowments, Part I, and Endowments, Part II, are meant to complement each other, they can each be viewed independently of one another. We welcome you to attend one or both! Click here to learn more about and register for Endowments 101, Part II.

Single Login Cost:
$30 per person for PANO Members | $66 per person for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group screening ticket (below).

Group Ticket Cost (4-10 individuals):
$100 per group for PANO Members | $222 per group for Not-Yet Members

Terms of Participation
If you have 4-10 individuals interested in accessing the webinar, please have one person register selecting the group ticket. You can then enter the names and email addresses of up to 9 other individuals to add to your group ticket. All registrants on your group ticket will receive their own unique login link to view the webinar.

This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email Christina at christina@pano.org to discuss options.

Materials & Login/Call-In Instructions:
Materials (PowerPoint and other handouts), along with instructions on how to login and call-in, will be emailed to attendees a few days prior to the date of the webinar. PANO uses Zoom as our webinar platform; you can familiarize yourself with Zoom and/or join a test meeting prior to these sessions.

Can’t attend? All registrants will receive a recording of the webinar following the live session!

About the Speaker:

R. Perry Monastero, RPM Consulting Group LLC

Perry Monastero guides rapidly growing nonprofits to scale their infrastructure and build sustainable revenue. He brings research, fundraising, and leadership experience to help clients strengthen donor engagement, outreach campaigns, and philanthropic strategies. Clients engage Perry with their strategic plans, policy development, and feasibility planning.

Perry is an organizational architect who finds intrinsic rewards in helping those who desire to create stronger communities. He is a licensed fundraising consultant in three states with over 20 years of expertise in mission-based, higher education, health, philanthropic, and LGBTQ organizations. He also counsels nonprofit and business leaders on how to enter a new market, strengthen a coalition, and to tailor processes for strategic impact. Learn more about Perry here.