Endowments 101 (Zoom)

Date: Wednesday, April 23, 2025
Time: 11:00 AM - 12:00 PM
Location: https://ucla.zoom.us/j/94479429248?pwd=aw2ekOyMbWea6iCx25PkabD5jQrcWZ.1; Meeting ID: 944 7942 9248 Passcode: 769917

Presenter(s):
Julie Sina, Ph.D., Associate Vice Chancellor, Alumni Affairs/Advancement Services, & CFO/COO, UCLA Foundation/Investment Company
Megan Kissinger, Assistant Vice Chancellor of Development, UCLA College and Individual Giving
Bay Xi, Controller, UCLA Foundation, Advancement Services

Target Audience: New EA Staff; All EA Staff interested in a refresher; All EA Staff interested in learning about Endowments at UCLA

This training covers the fundamentals of cultivating, soliciting, and stewarding endowment gifts. We will discuss the compelling need for endowment support. Donors have specific motivations for endowed gifts and we will explore ways to effectively cultivate and successfully solicit for gifts such as chairs, scholarships and fellowships, and research.

Topics discussed:

How endowed funds work, including investment, payout, and the growth of principle
Why endowed gifts are of critical importance to the long-term health of UCLA
Best practices in demonstrating to donors the impact of endowed gifts