When every dollar is tied to today’s programs, building an endowment can feel out of reach.
You know your nonprofit needs long-term financial stability. Funders ask about sustainability. Your board wants to plan for the future. But between tight margins, competing priorities, and a small team, it’s easy to wonder:
“How are we supposed to fund an endowment when we’re already stretched thin?”
This free, 30-minute webinar is designed for nonprofit leaders like you. Leaders who believe in building something lasting, but need a practical place to start.
We’ll explore real-world strategies for funding your endowment, whether you’re carving out dollars from your operating budget, starting with a one-time surplus, or beginning to invite transformational gifts like stock donations or bequests.
Join us on Wednesday, August 20 at 1:00 PM ET and walk away with clarity, some templates, and a roadmap to start building financial stability on your terms.
You'll learn about:
- How to use modest “set-asides” to build a board-designated endowment
- Donor-friendly strategies like stock gifts and bequests
- How to frame the conversation for board and funder buy-in
- Simple financial visuals to make your case stronger
- Templates to help you get started
Register Today!
About the Hosts
Christopher Carey
Chris Carey is a Portfolio Manager specializing in custom portfolios for individuals and nonprofit organizations. With a deep understanding of financial markets and the nonprofit sector, he provides strategic guidance to help organizations achieve their financial goals.
Megan Lencoski
Megan Lencoski, a Nonprofit Development Specialist with over 10 years in fundraising, has a proven track record of growing nonprofit revenue and impact. Her extensive leadership background provides practical insights to help organizations attract more gifts.
Mindy Mackey
Mindy Mackey is a Marketing Manager at Carnegie Investment Counsel. Along with overseeing the in- and outbound marketing strategies for the firm, she also serves as a liaison for nonprofits seeking to partner with an investment advisor.
About the Hosts
Christopher Carey
Chris Carey is a Portfolio Manager specializing in custom portfolios for individuals and nonprofit organizations. With a deep understanding of financial markets and the nonprofit sector, he provides strategic guidance to help organizations achieve their financial goals.
Megan Lencoski
Megan Lencoski, a Nonprofit Development Specialist with over 10 years in fundraising, has a proven track record of growing nonprofit revenue and impact. Her extensive leadership background provides practical insights to help organizations attract more gifts.
Mindy Mackey
Mindy Mackey is a Marketing Manager specializing in nonprofit partnerships. With her extensive knowledge of the nonprofit sector, Mindy excels at forging strong relationships that enhance community well-being and drive impactful collaborations.
Endowment Building Doesn’t Have to Feel Out of Reach
You don’t need a million-dollar surplus or a sophisticated fundraising department to begin planning for the future.
With the right framework and the ability to be intentional, you have the power to build something great.
©2025 Carnegie Investment Counsel.