Endowment Fund Training
Gain expertise in managing endowment funds for non-profits and charities. The training covers asset allocation, spending policies, risk mitigation, strong governance, and investments aligned with your mission. This ensures capital preservation, sustained programme funding, and clear reporting to stakeholders like boards and donors, empowering long-term organisational success.

from 4 to 360h flexible workload
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 will master essential investment approaches, asset distribution, risk control, and basic portfolio models. Additionally, you will craft straightforward spending guidelines, prepare five-year forecasts, conduct stress tests, enhance governance structures, match investments to your values, and engage effectively with boards and donors through practical templates and simple explanations.
Elevify advantages
Develop skills
- Build strong endowment portfolios by allocating assets, diversifying holdings, and rebalancing smoothly.
- Develop effective spending policies with clear payout rules and quick five-year projections.
- Handle key endowment risks including market volatility, inflation, and liquidity using reliable tools.
- Align investments with your mission through ESG factors, exclusions, and impact investing methods.
- Bolster governance by clarifying roles, choosing fund managers, and providing transparent donor reports.
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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