Endowment Symposium - Beacon Endowment Solutions

Join us for a focused, content-rich morning dedicated to helping Canadian charities build, grow, and govern endowment funds with confidence. This in-person symposium brings together leading voices from the charitable and investment sectors to share best practices on endowment structure, investment policy, fiduciary oversight, and fundraising strategy.

Designed specifically for charity staff working in finance, accounting, administration, or planned giving, each session is short (30 minutes), practical, and packed with relevant takeaways.

Featured Speakers and Topics

Terry Carter, - Carters Professional Corporation

Topic: Legal Issues Governing Endowments

Terrance Carter, as the Managing Partner of Carters, practices in the area of charity and not-for-profit law, and has been recognized as a leading expert by and , and . Mr. Carter is also a registered Trademark Agent and acts as legal counsel to the Toronto office of the national law firm Fasken on charitable matters.

Danzel Pinto, CPA, CA –Grant Thornton

Topic: Best Practices in Endowment Accounting

An experienced advisor to Canadian charities and former CAGP Board Member, Danzel will share how to track, report, and communicate endowment fund performance with clarity and integrity. Understand the accounting essentials that align with donor agreements, disbursement quotas, and CRA requirements.

Christopher Keeley, CFA, CFP, CIM, FCSI –Beacon Endowment Solutions

Option 1: Endowments and Investment Stewardship: What Every Charity Leader Should Know

Option 2: Your Role as a Fiduciary: Investment Responsibilities for Charities with Endowed Funds

What does fiduciary duty really mean in a charitable context? Chris will explore the roles and responsibilities of board members, finance staff, and investment committees in stewarding endowed funds.

Erik Sloane –Global X

Topic: Impact Investing and Low-Cost Portfolio Solutions for Charities

Erik will introduce practical, mission-aligned investment strategies—highlighting how charities can access diversified, low-fee investment products that deliver both financial and social returns.

Brad Offman –Spire Philanthropy

Topic: Equipping Your Charity to Raise Endowment Funds

Brad will share proven strategies to help you attract, steward, and secure endowment gifts. Learn how to use donor education, gift acceptance policies, and fundraising infrastructure to build trust with legacy donors and grow long-term capital.

What You’ll Learn

What is an endowment, and why do they matter?

What are the legal and regulatory parameters guiding endowment funds?

How do you raise funds for endowments?

What are your fiduciary responsibilities as a board member or finance leader?

How and where should endowed funds be invested?

What policies should be created or updated to govern endowment gifts?

Who Should Attend

CFOs and Finance Directors of charities

Accounting, operations, and administration staff

Fund development and planned giving professionals

Executive Directors and Board Members

If you’re involved in managing, reporting on, or fundraising for long-term charitable capital –this symposium is for you.

Schedule

8:30 AM –9:00 AM: Registration, networking, and breakfast

9:00 AM –12:00 PM: Speaker sessions (30 minutes each, with short breaks)

REGISTER NOW

Seating is limited. Reserve your free spot today and join us for this high-value, half-day symposium.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher Partnership Conference