Planned Gift Defined: planned gift /’plænd gift/ n. A planned gift is any gift of any kind for any amount given for any purpose—operations, capital expansion or endowment—whether given currently or deferred, if the assistance of a professional staff person, qualified volunteer or the donor’s advisors is necessary to complete the gift. In addition, it …Read More

“A year from now you will wish you had started today.” -Karen Lamb Endowments of all sizes experienced negative returns through the end of 2022, and it looks like this trend may continue. Endowments with less than $25 million in assets have been hit the hardest, with losses in excess of 11.5%. Larger endowments are …Read More