Endowment Fund Training
Gain expertise in endowment fund management tailored for non-profits and charities. Delve into asset allocation, spending policies, risk mitigation, strong governance, and values-driven investing to safeguard your capital, drive lasting impact, and confidently report to stakeholders like boards and supporters. This training ensures your fund thrives amid challenges, supporting your mission over the long haul.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This course equips you with hands-on tools to create and oversee a sustainable endowment fund that steadily funds your organisation's goals. You'll master essential investment approaches, asset distribution, risk control, and basic portfolio models, while crafting straightforward spending guidelines, five-year forecasts, and stress analyses. Boost your governance practices, match investments to your values, and engage effectively with boards and donors through practical templates and straightforward guides.
Elevify advantages
Develop skills
- Build strong endowment portfolios by smartly allocating assets, diversifying holdings, and rebalancing regularly.
- Craft effective spending policies with clear payout rules and quick five-year financial projections.
- Handle key endowment risks like market swings, inflation, and liquidity using reliable practical methods.
- Align investments with your mission through ESG factors, exclusions, and purposeful impact investing.
- Enhance governance by clarifying roles, choosing fund managers wisely, and delivering transparent reports 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 workloadWhat our students say
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