Join us at the August education session presented by the AFP Northeast Indiana chapter.
Date: August 17 at 12:00 p.m.
Location: Parkview Field Suite Level Lounge
Lunch will be served starting at 11:30 with the program
beginning at noon sharp.
Session Overview:
An endowment? What does that even mean? Why should my organization care?
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The transfer of wealth is real.
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Now is the time to prepare for the future.
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Tax laws have changed.
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The number of nonprofits reaching out to your donors is increasing.
Kiley Tate-Potts and Jaren Harmon, representing the Community Foundation of Greater Fort Wayne, will lead discussion surrounding endowments and why your organization should be familiar with this strategy to achieve financial stability in perpetuity and engage donors through a new strategy of giving. Kiley and Jaren will go over endowment basics as well as how to conduct a needs assessment to determine if your organization is ready for an endowment, and include strategies to build your fund. They will share opportunities to engage your donors through leveraging planned giving opportunities, non-cash gifts, and new donor relations through your endowment fund. The discussion will wrap up with next steps and how the Community Foundation can work alongside you in achieving your endowment fund goals and getting your organization on board.
Suite Level Lounge
Parkview Field
1301 Ewing Street
Fort Wayne, IN 46802
Endowments: How to Build Them and Why You Should Care
August 17, 2023
12:00 p.m.
Meet Your Presenter
Kiley Tate Potts
Director of Philanthropic Services | Community Foundation of Greater Fort Wayne
Kiley Tate Potts, CFRM, 21/64 Certified Advisor, Director of Philanthropic Services, joined the Community Foundation of Greater Fort Wayne team in February of 2019. Kiley is a part of the philanthropic services team. She focuses on providing exceptional service to donors to build bridges between donors’ charitable interests and community needs while creating opportunities for donors to broaden their philanthropy and achieve their current and legacy goals. Kiley works primarily with our Agency Endowment, Donor Advised, and Field of Interest Funds held at the Community Foundation.
Jaren Harmon
Donor Engagement Specialist | Community Foundation of
Greater Fort Wayne
Jaren Harmon, CFRM, Donor Engagement Specialist, joined the Community Foundation team in November of 2021. She focuses on providing exceptional service to donors by making connections between donors’ charitable interests and needs in the community. She works primarily with Scholarship and Designated fundholders along with General Donors of the Community Foundation. Jaren oversees the Community Foundation’s Youth Philanthropy program, Youth Empowered Philanthropy (YEP), launched in 2020 to connect youth to philanthropy and the nonprofit sector.
