Webinar: Build a Compliant Endowment to Fuel Your Fundraising
Tuesday, October 27th at 1 pm ET
The key to successful endowment fundraising begins with understanding how they really work. If you are a fundraiser, a business officer, head of an investment committee, or an investment advisor, this webinar is for you.
Endowments come with obligations to donors, fiduciary responsibilities, state-level regulations, and complex accounting standards. Likewise, how endowment funds are managed, invested, and protected is crucial for endowment growth and to give donors confidence in your institution.
This webinar, will explore what you need to know to build a strong, compliant endowment and ensure your fundraising and business operations are aligned to maximize fundraising and mitigate risk.
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Presented By:
Sutanto Widjaja
CIO of Institutional Business
Farther
Sutanto Widjaja is the Chief Investment Officer at Farther Institutional with over 20 years of asset investment experience, including more than 17 years in institutional investment management. As a former Partner at Symphony Asset Management, he managed customized fixed income and multi-asset portfolios for foundations, pensions, and university endowments, serving clients such as the Stanford University Endowment, Pew Charitable Trusts, and CalPERS. Sutanto specializes in nonprofit fiduciary education, manager due diligence, and alternative investment evaluation. He currently serves on the investment committees of the University of Hawaii Foundation and the Honolulu Museum of Art—both with endowments exceeding $70M—as well as on the board of the International Rescue Committee. Sutanto earned a B.S. from the University of California, Berkeley, an M.B.A. from Stanford University, and holds a Series 65 license.
Aaron Sheklin
Director, Institutional Business
Farther
Aaron Sheklin is the Farther Institutional Director with over 15 years of experience advising organizations on intelligent financial strategy and execution to support institutional growth. As an entrepreneur, he co-founded ClickPay, building it into the largest payment processor in the real estate industry and navigating a successful exit before transitioning to financial advising for non-profits. Aaron serves as a board member for multiple non-profit organizations and is a dedicated volunteer. He earned a B.A. from the University of Miami, a J.D. from Florida State University College of Law, is a licensed attorney in New York and Florida, and holds a Series 65 license.
Gary Pforzheimer
President
PG Calc
Gary Pforzheimer is President of the Planned Giving division of Foundation Source, a.k.a. 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.
Craig Wruck
Senior Advisor
PG Calc
Craig Wruck has spent more than four decades in planned giving, nonprofit leadership, and charitable fund management. His career includes senior leadership roles at U.S. Bank, U.S. Trust Company, and Kaspick & Company, as well as advancement leadership positions at California State University and the University of Minnesota. He is the author of Planned Giving in a Nutshell.
PG Calc & Farther
Farther is a modern, tech-enabled OCIO that brings billion-dollar endowment strategies and institutional-grade fiduciary protection to mid-market nonprofits. By delivering this level of institutional rigor, Farther turns a nonprofit's balance sheet into a trust-building asset—giving transformational donors the confidence to make unrestricted gifts.
PG Calc is the planned giving division of Foundation Source, specializing in helping nonprofits grow their endowments by offering multi-level endowment sub-accounting, development of endowment gift acceptance and spending policies, and tools to better steward transformational donors.
Building a high-performing endowment requires more than just smart investment management or diligent back-office recordkeeping – it requires both working in sync.
Farther and PG Calc are collaborating to connect institutional portfolio management with planned giving administration. Combining Farther's tech-enabled OCIO services with PG Calc's sub-accounting and planned giving expertise, we're working together to help mid-market nonprofits reduce back-office friction and support fundraising growth.
