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Endowment Fund Training

Endowment Fund Training
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.
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 where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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