NXUnite invites you to their event

Engage with Your Endowment: Endowment Best Practices in 2023

About this event

To grow a successful endowment fund, you need to have a strategy. Our panel of experts will discuss best practices for starting, implementing, and growing your endowment this 2023. Join us and reap the rewards of an effectively managed endowed fund.

Meet the panelists

Karen Houghton, Infinite Giving

Karen Houghton is the CEO and Founder of Infinite Giving, an automated investment platform bringing a better investing experience to nonprofits. She advocates for organizational sustainability through better financial management. By hedging against inflation, lowering endowment fees, and growing their asset giving, nonprofits can do more good work and help us all have stronger, healthier communities.

Mark Bergethon, Convergent Nonprofit Solutions

As a founding Principal of Convergent Nonprofit Solutions, Mark focuses on empowering nonprofits to accomplish more for the communities and constituencies they serve by dramatically increasing their financial resources. He is recognized as one of the leading national experts in funding nonprofit organizations and community initiatives through fundraising campaigns. Mark has managed and consulted on fundraising campaigns for a broad array of nonprofits, however, the bulk of Mark’s career has been spent securing funding for chambers of commerce and economic development corporations.

Maya Tussing, Fairlight Advisors

Maya Tussing co-founded Fairlight Advisors to help nonprofit leaders fulfill their mission with first-class financial and investment solutions honed while working at the most respected institutions in the world. Fairlight provides nonprofits and mission-focused organizations financial planning and investment management services customized and aligned with their financial goals. Prior to Fairlight, she was the Head of BlackRock’s Institutional Index Allocation Group, where her team managed over $200B across all asset classes, investment styles, and vehicles. Over the last 20 years, she held senior risk management roles at firms such as BlackRock, BarclaysGlobal Investors, Visa, and GE Capital. She is a graduate of Pomona College and holds an MBA in international finance from the University of Washington.

Tony Martignetti, Planned Giving Accelerator

Tony Martignetti is the evangelist for Planned Giving. He’s been starting and growing Planned Giving programs since 1997. A former attorney, he launched Planned Giving Accelerator, a membership community to create 1,000+ new Planned Giving programs in the U.S. It’s at PlannedGivingAccelerator.com. He’s also the aptly-named host of Tony Martignetti Nonprofit Radio, the #1 podcast for nonprofits, with 13,000+ weekly listeners in small- and mid-size orgs. It’s Big Nonprofit Ideas for the Other 95%. It’s at tonymartignetti.com

What will be discussed?

  • Best practices for growing your endowment in 2023
  • Tips for planning, executing, and maintaining endowments for the long term
  • Common pitfalls and risks to avoid when managing endowments
  • How to fundraise to start or grow your endowment
  • And more!

Who should attend?

While we firmly believe that anyone in the nonprofit sector could benefit from learning the best practices in stewarding endowments, nonprofit leaders, board members, and nonprofit executives will find this panel the most pertinent.

Earn 20 Cause Coins Today!

When you register and join us live you will earn 20 Cause Coins which can be redeemed for discounts on software for mission-driven businesses and free consultations with industry experts! Learn more about Cause Coins and join NXUnite here.

Interested in being a panelist? Let us know via this survey.

Hosted by

  • Team member
    T
    Colleen Carroll NXUnite Lead @ Nexus Marketing

  • Guest speaker
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    Tony Martignetti Evangelist @ Planned Giving Accelerator

  • Guest speaker
    G
    Maya Tussing Partner and Co-Founder @ Fairlight Advisors

  • Team member
    T
    Team NXUnite NXUnite

    NXUnite is here to make introductions that lead to lasting relationships.

  • Guest speaker
    G
    Mark Bergethon Founding Principal @ Convergent Nonprofit Solutions

  • Guest speaker
    G
    Karen Houghton CEO @ Infinite Giving

NXUnite

Making introductions that lead to lasting relationships.

NXUnite by Nexus Marketing is an online community resource for change-makers to learn, network, and grow.

NXUnite panels are engaging conversations between Nexus network experts and nonprofit and mission-driven professionals that address what matters to the mission-driven sector.