Everything You Need to Know About Endowment Policies

LIFE & LEGACY® Webinar from Kathryn W. Miree

On November 9, 2021, Kathryn W. Miree led a LIFE & LEGACY webinar titled “Everything You Need to Know About Endowment Policies.”   

This presentation covered the role of endowments, challenges in building and managing an endowment, the process of adopting endowment policies, and key areas of decisions when crafting policies.
 

Webinar Recording

 

Related Resources

>> Webinar slides
>> Kathryn Miree's Sample Endowment Agreement
>> Kathryn Miree's Sample Endowment Policies