Knowledge and Resource Center
PEJE resources to get you started:
- PEJE’s Endowment and Legacy Readiness Quiz for Schools: Is your school ready to begin a successful Endowment and Legacy campaign? Take PEJE’s Readiness Quiz to find out. The more items you check off, the closer you are to succeeding in your campaign!
- Top 10 Tips for Building a Successful Endowment Program: Written by Michael Friedman, Senior Vice President, Planned Giving and Endowment at THE ASSOCIATED, Baltimore, Maryland, and presented at the February 29, 2012 Russel Family Generations Baltimore training.
- PEJE’s Endowment and Legacy 101: Through a multitude of vehicles, each with its own tax and philanthropic benefits, your donors may make current, life-income, or after-life gifts to benefit your school. Depending on how each gift is structured, the gift may benefit the school outright or be used to fund an endowment, providing a permanent source of support. Gifts of all kinds can be used to fulfill a pledge to the school, and can be paid out over various time-tables, depending on the nature of the gift.
- Endowment and Legacy Campaign Workbook: This sample template was created for the Generations pilot program, which is a three year program with a ten year goal of raising $20,000 in endowment and legacy funding per student. The tool was designed to help your school team set and reach realistic benchmarks within three years, as you proceed on your journey toward a successful ten year campaign. Please download it and adapt it for your school.
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Endowment and Legacy Gift Pyramids: The pyramids below were originally created for Generations, a three-year pilot program for building endowment and legacy. During the three years, participating schools are expected to raise $4,000 in endowment funds per student, with a goal of raising $20,000 in endowment funds per student over the course of 10 years.
These pyramids can help you better understand how many gifts are needed in order to reach a three-year goal in your own school’s endowment and legacy campaign. Each is based on raising $4,000 per student enrolled.
- Pyramid 1: Goal of $600,000 raised at a school with 150 students
- Pyramid 2: Goal of $800,000 raised at a school with 200 students
- Pyramid 3: Goal of $1,200,000 raised at a school with 300 students
- Pyramid 4: Goal of $1,600,000 raised at a school with 400 students
- Pyramid 5: Goal of $2,000,000 raised at a school with 500 students
- Pyramid 6: Goal of $4,000,000 raised at a school with 1000 students
Articles and Publications
Gift Acceptance Policies
- Gift Acceptance Policies
- Creating Gift Acceptance Policies
- Understanding and Drafting Non-Profit Gift Acceptance Policies (Article appears here with the permission of the author Kathryn W. Miree, J.D.)
Investment Policies
- 18 Sample Due Diligence Questions
- Non-Profit Investment Policies Sample
- Investment Policies
- Principles of Nonprofit Investment Management
Tools to Help Your School Create a Legacy Program
Additional Resources
- A Ready-to-Use Digest of the Jewish Legacy Forum
- Model Standards of Practice for the Charitable Gift Planner, on the Chesapeake Planned Giving Council’s website
- From Theory to Practice: Three Successful Models to Build Endowment (Article appears here with the permission of the author Kathryn W. Miree, J.D.)
- Sample Development Policy, which includes endowment and legacy as part of a school’s plan