Endowment Fund Training
Master endowment fund strategy for the third sector. Gain expertise in asset allocation, spending rules, risk management, governance, and mission-aligned investing to safeguard capital, sustain long-term impact, and engage confidently with boards and donors. This course equips you with essential tools for enduring financial stability.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
Endowment Fund Training equips you with practical tools to design and manage a sustainable long-term fund supporting your mission. Master core investment strategies, asset allocation, risk management, and model portfolios. Develop robust spending policies, five-year projections, and stress tests. Enhance governance, align investments with organisational values, and communicate effectively with boards and donors using templates and clear explanations.
Elevify advantages
Develop skills
- Build endowment portfolios by allocating assets, diversifying, and rebalancing effectively.
- Design spending policies, set payout rules, and produce five-year projections swiftly.
- 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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