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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 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

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

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be chosen.
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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