Endowment Fund Training
Master endowment fund strategies for nonprofits. Gain skills in asset allocation, spending policies, risk management, governance, and mission-aligned investing to safeguard capital, ensure lasting impact, and communicate effectively with boards and donors.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course provides practical tools for designing and managing a sustainable endowment fund to support your organization's mission over the long term. You will learn essential investment strategies, asset allocation techniques, risk management practices, and simple model portfolios. Additionally, you will develop clear spending policies, create five-year financial projections, and conduct stress tests. The training covers strengthening governance structures, aligning investments with your values, and communicating confidently with boards and donors using ready-made templates and straightforward explanations.
Elevify advantages
Develop skills
- Build endowment portfolios by allocating assets, diversifying, and rebalancing easily.
- Design spending policies with payout rules and quick five-year projections.
- Manage endowment risks like 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 workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course