Session 3: Introduction to Endowment
Description
Intended for attendees from nonprofit organizations, this seminar is geared to educate on endowment, what it is, the legal structure, and how to help decide whether starting one is appropriate for your organization. The presenters will provide helpful background and things to consider for your organization’s long term financial needs and goals.
Meet the Instructors
Rebecca Bibleheimer, Senior Complex Gifts Officer, Philanthropic Services
Rebecca provides gift planning assistance to OCF donors who are interested in supporting charitable initiatives throughout Oregon. She also serves as a subject matter expert on all types of giving vehicles and on funding charitable donations with non-cash assets.
Rebecca is a public speaker who enjoys educating, empowering and supporting others in their planned giving work. Before joining OCF, she worked as a philanthropic advisor and planned giving consultant for U.S. Bank Charitable Services Group and as a trusts and estates attorney for a tax boutique law firm. She has nearly 20 years of experience in these fields.
Rebecca is a member of the California State Bar and the Oregon State Bar and holds a Legal Letters Master in tax law from the University of Florida's Levin School of Law. She served on the board of trustees for the Oregon Humane Society for six years and currently serves on a number of planned giving and investment-related nonprofit committees in Portland, Oregon, where she lives with her family.
She is the past president of the Northwest Planned Giving Roundtable and served on their executive committee for 10 years. She was recently elected to serve on the National Association of Charitable Gift Planners' board of directors starting in 2020.
Val Rundquist, Senior Program Officer, Endowment Partners
Val joined OCF in 2007 after 13 years in the financial services industry. At OCF, she administers the endowments of hundreds of Oregon’s charitable organizations. When not talking all things endowment, Val likes to make things, from jewelry to felted soap.
Who Should Take This Course
