Whether your chorus is considering its first board-designated fund or refining a mature endowment, thoughtful governance and disciplined investment strategy can strengthen both sustainability and fundraising. This practical, panel-based session explores how clear purpose, realistic spending policies, and sound oversight build donor confidence and institutional credibility. Participants will learn how to determine readiness to start an endowment, establish essential investment and spending policies, prepare for market volatility, and align development and finance teams to support long-term growth.

Featuring Gregory Cheng (Chorus America Board Member and Co-CEO, Cantata Wealth), Kevin Barry (Co-CEO and Chief Investment Officer, Cantata Wealth), and Rhett Del Campo (CEO, Pacific Chorale) this session offers scalable strategies for organizations of all sizes. Attendees will leave with practical tools to integrate endowment strategy into annual, capital, and planned giving efforts — turning financial stewardship into meaningful donor engagement.