5 Ways Foundations Can Manage Endowments and Measure Impact

When foundation revenue is at the mercy of the market, how do you plan ahead so the "what ifs" don't turn into "what nows"? In this webinar, Nika Lane, Implementation Consultant at Martus, is joined by Lauren Webster, CFO, and Jerry Taillon, Controller, of the Kenneth Rainin Foundation to share five ways foundations can manage endowments and measure impact. You'll learn: • How to build multi-year financial plans that support your mission goals • How the Kenneth Rainin Foundation uses 12 quarters of endowment data to set a steady, predictable budget • How to forecast endowment performance and model spending scenarios • How to strengthen board reporting while cutting hours of spreadsheet work • How to connect budgets to programs, grants, and mission outcomes • How shared data and technology help budget managers make better, faster decisions TIMESTAMPS 0:00 Welcome & Agenda 1:41 Meet the Speakers 3:30 About Martus 5:09 1. Creating Multi-Year Financial Plans That Support Mission Goals 7:56 Q&A: Budgeting When Revenue Depends on the Market 13:41 2. Forecasting Endowment Performance & Spending Scenarios 16:46 What-If Forecasts and Forecast Reports 20:52 3. Strengthening Board Reporting 23:57 KPI Cards, Reporting Groups & Scheduled Reports 26:56 Q&A: What Financial Information Boards Find Most Useful 35:14 4. Connecting Budgets to Programs, Grants & Mission Outcomes 36:38 Targets, Allocations & Special Purpose Worksheets 41:38 Q&A: Connecting Financial Planning to Impact 45:08 5. Leveraging Data & Technology for Better Decisions 48:54 Q&A: How Martus Has Changed Decision-Making 51:11 Closing Advice from the Kenneth Rainin Foundation 54:09 Wrap-Up ***************************************************** Martus is a cloud-based budgeting, forecasting, and reporting solution built for nonprofits, faith-based organizations, schools, and mission-driven teams. Replace spreadsheets with a collaborative, intuitive platform that integrates with your existing accounting system. 🔗 Learn more about Martus: https://www.martussolutions.com/ 🔗 Request a Demo: https://www.martussolutions.com/reque... 🔗 Review us on: https://www.g2.com/sellers/martus-sol...