Hi Friends,

I'm in the (very) early stages of creating a financial endowment fund for a small non-profit community organization I help out with. I feel they're a good fit for such an investment vehicle: their current revenue stream fluctuates a bit and many of their events rely heavily on attendance fees for funding, which is unrealistic when they attempt to cater to lower-income demographics. However, they have a relatively wealthy patronage that tends to remain involved for years or decades, and I believe they have the institutional stability to operate more complex financial instruments.

I pitched the idea of an endowment at a high level to the Chairwoman last week, and the Board is interested in moving forward. We haven't decided how exactly we want to structure the endowment yet: restricted endowment, quasi-endowment, etc. We also haven't determined exactly how much money we should fundraise for a principal investment, what our portfolio spread should look like, and how much of the annual interest we can afford to spend. (I have estimates, but they're not final.) I'm particularly interested in resources that can help the institution plan for inevitable economic downturns.

Has anyone here done this kind of work before? If so, would you be willing to chat about some of the nuances of organizing it, and/or do you have recommendations on reading material to help with the creation and maintenance of such a fund? We plan to receive consultations from an accountant and a lawyer, but I don't have much formal background in finance and would welcome any experience, advice, warnings, or external resources Tildesians can offer.

Thanks,
Atvelonis

I volunteer with several small nonprofits. A few weeks ago, one of them got a spam message from a "volunteer" offering to create a free website for the organization and disclosing a connection to DonorComplete. There was no unsubscribe link. I hit Google, which eventually led me to a thread on TechSoup where I commented with what I had found to that date under the same user name: http://forums.techsoup.org/cs/community/f/24/t/43439.aspx This & other results showed that the "free" website is linked to historically very expensive hosting (historically , ~ $20-$40/mo, now showing about $10/mo) for a static website with very limited support or options.

My research continued intermittently, but there appears to be a network of over 100 domains (active, expired, dormant and/or returning server errors) connected to spam efforts over roughly the last 6 years, questionable marketing tactics dating back to ~ 1998, 4 overlapping corporations with one man as a central figure, several throwaway email addresses and a couple that seem to be dedicated & longer running, a handful of apparently dedicated servers and several shared servers with many connected domains hosted. The messages target nonprofit organizations and churches, with 4 textual variations posted via email, mailing lists, and comments. The first archived comments I found targeted FOSS project mailing lists. Based on the Internet Archive's Wayback Machine, many small nonprofits used their service years ago, but it looks like the spammers' services have been largely abandoned over the last few years - probably why the new campaign started ~ June.

I've filed complaints with two of the registrars, and at least one of the recently active domains appears to be in non-hosted status. Would there be any interest in my posting a thread with the details of what I've found so far (spreadsheets and mind maps in progress)? Would anyone be interested in helping me present the data in a more easily digestible format a la r/dataisbeautiful? Or can anyone recommend an easier way to report the registrant tied to the spam? I'm not trying to start a witch hunt, but these people seem to have flown under the radar for a long time, and I know many small nonprofits aren't tech savvy enough to recognize the warning signs these folks present.

Make it possible to donate in exchange for placing a monocle, sticker or gold star cough on a comment. It's karma and it's an instant way to donate to keep the site afloat.

Also donating could give the donater a special sticker on their username like "supporter" or something.