Beyond the Balance Sheet

If you manage endowment portfolios for nonprofit organizations, there are a few key aspects about them that are critical to understand. In this white paper, we outline what makes endowment funds different, so you can bring added value to your endowment client relationships and help those nonprofits with pain points they may be having that could be hindering their work–and yours.

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Gary Pforzheimer

Gary Pforzheimer is President of the Planned Giving division of Foundation Source, also known as PG Calc, which he has directed since its inception in 1985. PG Calc grew from a small calculations business to the leading, full-service planned giving software and services provider it is today. Gary uses his more than forty years of planned giving experience to oversee the design of all PG Calc’s software packages and to develop innovative solutions to market needs. He served as the Chair of the National Association of Gift Planners (CGP) in 2009, and was inducted into the CGP Hall of Fame in 2020. Gary received an A.B. in History from Harvard College and an M.B.A. from Harvard Business School.