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/ Everything You Need to Know About Endowment Policies
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