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- Endowment Management guide is used to establish an endowment fund as well as for providing a method of management. This 60 page document is the result of extensive graduate research. ED 501 – Available for the introductory price of $399 Available June 2009
- Endowment Investment Policy Guidelines are needed when a community foundation establishes an endowed fund. It helps set procedures and investment. This guide is helpful for investment management review. Donors want to know how their funds will be managed. ED 502 – Available for the introductory price of $199 Available June 2009
- An Endowment Fund Investment Contract is an agreement between the organization and the banking institution. It is “your” contract for the custodian of the endowed fund. ED 506 – Available for the introductory price of $99
- An Investment Manager’s Contract is when the organization engages an investment entity such as a brokerage firm to work independently or with your financial institution. This contract helps spell the terms and conditions of the account. ED 507 – Available for the introductory price of $99
- An Investment Advisory Contract is used when an organization uses an Adviser to recommend investments to the brokerage firm and/or the banking institution. ED 508 – Available for the introductory price of $99
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