Lee Bank and October Mountain Financial Advisors hosted Lunch and Learn “Starting an Endowment”

Yesterday October Mountain Financial Advisors & Lee Bank hosted a "Starting an Endowment" Lunch & Learn which is one in a series of workshops that Liana Toscanini, founder of the Nonprofit Center of the Berkshires, has organized. It was well attended by 19 individuals representing 11 nonprofits from Berkshire County & Connecticut. Some of the topics discussed were:

Why establish an endowment?
Why and what donors may five?
Donor cultivation and stewardship...
Policy Guidelines
How to hire a manager

Thank you to all who attended - we look forward to another great collaboration soon.

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