Endowment Fund Training
Gain mastery in endowment fund strategies tailored for the Third Sector in Sierra Leone. This course covers asset allocation, spending policies, risk management, governance, and mission-aligned investing. You will learn to safeguard capital, ensure sustained impact, and communicate confidently with boards and donors using practical, easy-to-apply tools and templates that fit local nonprofit needs.

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 organisation'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 also covers strengthening governance structures, aligning investments with your values, and communicating effectively with boards and donors using ready-made templates and straightforward explanations.
Elevify advantages
Develop skills
- Build strong endowment portfolios by allocating assets, diversifying investments, and rebalancing them simply.
- Design effective spending policies, set payout rules, and produce five-year projections quickly.
- Manage key endowment risks like market changes, inflation, and liquidity using hands-on tools.
- Align investments with your mission through ESG factors, exclusions, and impact investing approaches.
- Strengthen governance by defining roles, choosing fund managers, and reporting clearly to donors.
Suggested summary
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