The First You Talk podcast explores complex social issues and philanthropic strategies, with a focus on building community by building philanthropy. By creating an approachable space to unpack large and oftentimes challenging topics, each episode informs listeners in an easy-to-understand way, fosters greater empathy in our community, and empowers thoughtful discussions that lead to sustainable solutions.
Navigating Generosity is designed for professional advisors and anyone who wants to be better informed when discussing charitable giving with their advisors. Our hosts include Chartered Advisors in Philanthropy® and other professionals in this field, including wealth and financial advisors.
In this episode of Navigating Generosity, we explore the endowment fund: how it works, considerations, and best practices.
How does an endowment work? Is it really meant to last “forever”? What happens if the nonprofit selected for an endowment closes? What are best practices that can make the most of an endowed fund?
Two philanthropic advisors dive into these questions and more!
This Episode
Mark Brewer, CAP®
President/CEO, Central Florida Foundation
David Torre, J.D., CEPA®, CFP®, AEP®, TEP®, CAP®
Wealth & Philanthropic Strategist
For any questions, concerns or suggestions for future podcast episodes, please fill out the form below.
Laurie Crocker
Vice President of Strategic Communications
lcrocker@cffound.org
800 North Magnolia Avenue, Suite 1700
Orlando, FL 32803
p. 407.872.3050
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