Endowment Fund Training
Master endowment fund strategies for nonprofits. Gain skills in asset allocation, spending policies, risk management, governance, and mission-aligned investing to safeguard capital, ensure sustained impact, and communicate effectively with boards and donors.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Acquire practical tools to design and manage enduring endowment funds that steadfastly support your organisation's mission. Master essential investment strategies, asset allocation, risk management, and straightforward model portfolios. Develop robust spending policies, five-year forecasts, and stress tests. Bolster governance structures, harmonise investments with core values, and engage confidently with boards and donors via ready 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 risks like 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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