Our Charitable Endowment Plan™ (CEP) ensures the nonprofit’s work and the donor’s legacy live on for generations to come.
What an Endowment Can Do for Your Organization
Working at a nonprofit can be one of the most rewarding experiences, both professionally and personally. But the financial struggles are a near-constant source of stress for nonprofits. An endowment can help alleviate that burden and provide your nonprofit with a whole host of added benefits.
10 Reasons You Need an Endowment
Download our free resource that highlights 10 ways an endowment can fund all your vital programs, support your staff, and make a difference in more lives.
Leverage The Financial Support Of Your Major Donors In a More Impactful Way.
An endowment is the most effective way for visionary donors to ensure the organization they believe in is sustainable for the future and has steady revenue in times of uncertainty. With greater resources and financial stability, your nonprofit can become a stronger institution that can make a difference in more lives.
Helping Your Donors Make a Bigger Difference
Using a proprietary life insurance strategy, the CEP helps your donors leverage their dollars so that the organization can achieve long term financial stability.
Multiply The Impact
Use our Endowment Calculator to see how much money an endowment can generate for your organization.
Decades of Dedication
The idea for the Charitable Endowment Plan was cultivated over five years, nurtured by relationships decades in the making, and culminated in the CEP blossoming into a platform that can help sustain and strengthen any nonprofit.
The CEP is the product of a straightforward idea planted in the mind of our founder, Robert A. Fink, J.D. Rob and his wife, Jessica, were inspired to develop the CEP back in 2016 based on their longstanding commitment to their sons’ school. Like so many nonprofits, their sons’ school relied heavily on repeated annual commitments from donors.
Rob and Jessica had one goal: develop an endowment plan that is certain, dependable, and easy to implement. One that is built on guarantees; not on hope and promises. And so, the seed was planted.
As a former estate planning attorney, Rob used his legal background, combined with his knowledge of life insurance strategies, to develop the CEP. He spent 5 years perfecting the program, engaging outside lawyers and consultants, and leveraging 25-year professional relationships to ensure the idea would blossom.
All this careful planning paid off. Through the CEP, Rob and Jessica were able to leverage their investment of $1M and turn it into what will one day be a guaranteed $14.5M endowment for their sons’ school. Now, they’re excited to show other nonprofits how to use the CEP.
What Does a More Certain Endowment Look Like?
The Charitable Endowment Plan helps nonprofits focus on tomorrow without fear of falling victim to the next economic downturn.
Make Sure Your Nonprofit Is Here for Good
Use the Charitable Endowment Plan to be confident that you can continue to impact lives for generations to come. In a 15-minute conversation, we can walk you through how the CEP works and how it can help your nonprofit achieve long-term financial sustainability.