Endowment Fund Training
This course equips third sector leaders with essential strategies for endowment funds. Participants master asset allocation, spending policies, risk management, governance practices, and mission-aligned investing to safeguard capital, ensure sustained impact, and engage effectively with boards and donors. Gain practical tools for long-term financial stability and clear communication.

4 to 360h flexible workload
certificate valid in your country
What will I learn?
Acquire practical skills to design and manage enduring endowment funds that sustain your organization's mission. Master investment strategies, asset allocation, risk controls, and model portfolios. Develop spending policies, five-year forecasts, and stress tests. Enhance governance, ensure value-aligned investments, and communicate effectively with stakeholders using templates and straightforward guidance.
Elevify advantages
Develop skills
- Build endowment portfolios by allocating assets, diversifying, and rebalancing effectively.
- Design spending policies, set payout rules, and create five-year projections quickly.
- 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.What our students say
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