Endowment Fund Training
Gain expertise in endowment fund management tailored for the Third Sector. Master asset allocation, spending policies, risk management, governance structures, and mission-aligned investing to safeguard capital, ensure sustained impact, and confidently engage with boards and donors through clear communication strategies.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course equips you with practical tools to design and manage a sustainable endowment fund that supports your organisation's mission over the long term. You will master investment strategies, asset allocation, risk management, and model portfolios. Additionally, you will create spending policies, five-year financial projections, and stress tests, while enhancing governance, aligning investments with your values, and communicating effectively with boards and donors using simple templates and clear explanations.
Elevify advantages
Develop skills
- Build strong endowment portfolios by allocating assets, diversifying holdings, and rebalancing effectively.
- Design effective spending policies, establish payout rules, and generate quick five-year projections.
- Manage key endowment risks including market volatility, inflation, and liquidity using practical tools.
- Align investments with your mission through ESG factors, exclusions, and impact investment strategies.
- Strengthen governance by defining roles, selecting investment managers, and reporting transparently to donors.
Suggested summary
Before starting, you can change the chapters and 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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