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Endowment Fund Training

Endowment Fund Training
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

This training provides practical tools for designing and managing a long-term endowment fund to support your mission reliably. You will learn core investment strategies, asset allocation, risk management, and model portfolios. Develop spending policies, five-year projections, and stress tests. Enhance governance, align investments with values, and communicate confidently with boards and donors using templates and clear explanations.

Elevify advantages

Develop skills

  • Build endowment portfolios by allocating assets, diversifying, and rebalancing easily.
  • Design spending policies with payout rules and quick five-year projections.
  • Manage endowment risks including market, inflation, and liquidity using practical tools.
  • Align investments with mission through ESG, exclusions, and impact strategies.
  • Strengthen governance by defining roles, selecting managers, and reporting clearly to donors.

Suggested summary

Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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