Endowment Fund Training
Master endowment fund strategies for the third sector. Gain skills in asset allocation, spending policies, risk management, governance, and mission-aligned investing to safeguard capital, drive long-term impact, and communicate effectively with boards and donors.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
Endowment Fund Training equips you with practical tools to design and manage enduring funds that steadfastly support your mission. Master essential investment strategies, asset allocation, risk management, and straightforward model portfolios. Develop robust spending policies, five-year forecasts, and stress tests. Bolster governance, harmonise investments with your values, and engage boards and donors confidently using tailored templates and clear 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 including 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 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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