Endowment Fund Training
Master endowment fund management for non-profits. Gain skills in asset allocation, spending policies, risk management, governance, and mission-aligned investing to safeguard capital, ensure long-term sustainability, and confidently engage with boards and donors using practical tools and clear strategies.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This course provides practical tools to design and manage endowment funds that sustainably support your organisation's mission. You will learn investment strategies, asset allocation, risk management, model portfolios, spending policies, five-year projections, stress tests, governance strengthening, mission-aligned investments, and effective communication with boards and donors using templates and simple explanations.
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 risks like market volatility, 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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