As organizations look for greater financial stability and long-term sustainability, endowment growth naturally comes to mind. In today’s environment—marked by funding uncertainty and an unprecedented transfer of wealth—planned giving offers one of the most effective and enduring ways to build an endowment. It’s an investment with extraordinary ROI, both financially and for long-term mission strength.
Planned giving is more than an after-death transaction or complex financial tool—it’s a philosophy of giving with assets rather than income – gifts that by their very nature take more thought, more planning. By helping donors align their personal values with long-term impact, organizations open the door to transformational gifts that sustain their mission for generations. From simple beneficiary designations to bequests or gifts of stock, planned giving meets donors where they are and offers a meaningful way to make a lasting difference.
Endowments, in turn, serve as a cornerstone for nonprofit growth and resilience. By maintaining principal and leveraging investment income, endowments create a steady, reliable source of support that can fund strategic initiatives, cushion against economic fluctuations, and enhance credibility with funders and the community alike.
The synergy between planned giving and endowment—like two strategies that naturally reinforce one another—creates a cycle of generosity and sustainability. Each reinforces the other: planned gifts build endowments, and endowments demonstrate long-term vision, inspiring additional planned gifts. How could you go wrong by taking your planned giving efforts to a new level? The answer is, you can’t.
For nonprofits ready to take the next step, success begins with a clear case for support, leadership buy-in, and intentional stewardship. By making a confident, visible commitment to planned giving, organizations create the conditions for your organization to realize your very largest and most meaningful gifts.
Planned giving and endowment growth are not just financial strategies—they’re expressions of confidence in the future. They ensure that the work you champion today will continue to make an impact for decades to come.Every day that goes by where you’re not hanging out your shingle and showing donors that you’re open for planned giving business is another day of missed opportunity for endowment growth. Get started today… we can help!
To learn more about how we can help, contact Kelly Grattan or visit https://schultzwilliams.com/planned-giving
