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AFP NEWI Chapter 
AFP Northeast Wisconsin Chapter 

AFP NEWI Chapter Webinar -- Four Steps to Successful Endowment Building 

This presentation is designed for board and staff members new to endowment building and those interested in reviving and adding to existing endowment funds. In four clear steps, you will have the skills and tools to launch an endowment program or reengage the board and volunteers in building significant permanent assets for your organization's long-term sustainability and growth.

At the end of this session, participants will: 

  • Understand how endowment funds work and how they can (and cannot) support the organization, both now and in the future.
  • Create board commitment for the endowment and develop needed policies and practices.
  • Design the case for endowment support and endowment productsIdentify, cultivate, and invite prospective donors and other constituencies.
  • Identify, cultivate, and invite prospective donors and other constituencies.


Diana Newman Diana Newman is the Executive Vice President of Benefactor Group. She has more than 25 years of nonprofit and philanthropic experience, including distinguished service as Vice President for Development for the Columbus Foundation and as the first Executive Director of the Ohio Historical Foundation. Diana is the author of Nonprofit Essentials: Endowment Building, published by John Wiley & Sons in 2005, and Opening Doors: Pathways to Diverse Donors, published by Jossey-Bass in 2002 and the winner of the 2003 AFP/Skystone Ryan Prize for Research. Diana is the co-founder of the original Leave A Legacy program in Columbus, a community-wide collaboration to encourage people from all walks of life to leave gifts to the charities of their choice. Leave A Legacy is now a national program sponsored by the Partnership for Philanthropic Planning in more than 100 communities in the U.S and Canada.