Everything you’ve ever wanted to know about ENDOWMENTS
This webinar, presented by Brad Offman, explores the wild and wonderful world of Endowments and answers some of the most frequent questions when it comes to the subject including:
What is an Endowment?
Should our organization have an Endowment Fund?
How have Endowments changed in recent years?
Do we need a separate set of policies for an Endowment?
How Should we invest our Endowment?
Brad Offman is the Founder and Chief Executive Officer at Spire Philanthropy, a management consultancy specializing in corporate-charitable partnerships and philanthropic advisory services. Brad is also a co-founder and Chief Curator of the Partnership Conference.
He is the former Senior Vice President, Strategic Philanthropy at Mackenzie Investments, and former President of the Mackenzie Investments Charitable Foundation. Prior to joining Mackenzie, Brad served as Vice President, Development at the Toronto Community Foundation.
Brad sits on the Board of Directors of the V-42 Foundation, the CAGP Foundation, and the Benefaction Foundation. He is a past member of the National Advisory Council for Imagine Canada and a past board member of Philanthropic Foundations Canada and the Association of Fundraising Professionals.
Brad holds a Master’s Degree in Business Administration and a Master of Arts Degree from the University of Toronto and a First Class Honours Bachelor of Arts Degree from McGill University in Montreal. He also proudly holds the Master Financial Advisor – Philanthropy designation.