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Endowment Fund Training

Endowment Fund Training
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.
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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