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Endowment Fund Training

Endowment Fund Training
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.
Workload: between 4 and 360 hours

What our students say

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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