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Coffee Talk: Designated and Agency Endowments

How do you engage with your designated and agency fund beneficiaries to drive philanthropy forward?

Watch this recorded session as we discuss the following questions and more:

  • Are you using unrestricted funds to incentivize fundraising campaigns for these endowments?
  • What challenges have you encountered or lessons have you learned that you would like to share?
  • How have these initiatives helped strengthen your community?
  • What reports are you using in CommunitySuite for agency funds marketing and financial needs?

About the Author

Amanda Pool is a Client Success Consultant for Foundant Technologies. Amanda is a native Oklahoman, who currently lives in Stillwater, OK with her husband and two children. She joined Foundant with 18 years of combined accounting, finance, and client service experience in the live events and software industries. Amanda contributes to the development and maintenance of the long‐term relationship between Foundant and their clients after they are implemented, working with them to strategically enhance their usage of Foundant products throughout their client lifecycle as well as proactively working to address client issues and goals. When she’s not working, you can find Amanda spending time with family, attempting to grow a garden, planning a family adventure, and supporting her children in their activities.

Profile Photo of Amanda Pool