Endowment Fund Training
Master endowment fund strategy for the Third Sector. Learn asset allocation, spending rules, risk management, governance, and mission-aligned investing so you can protect capital, support long-term impact, and communicate clearly with boards and donors.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Endowment Fund Training gives you practical tools to design and manage a long-term fund that reliably supports your mission. Learn core investment strategy, asset allocation, risk management, and simple model portfolios, then build clear spending policies, five-year projections, and stress tests. Strengthen governance, align investments with values, and communicate confidently with boards and donors using ready-to-use templates and plain-language explanations.
Elevify advantages
Develop skills
- Build endowment portfolios: allocate assets, diversify, and rebalance with ease.
- Design spending policies: set payout rules and run five-year projections fast.
- Manage endowment risks: market, inflation, and liquidity with practical tools.
- Align investments with mission: apply ESG, exclusions, and impact strategies.
- Strengthen governance: define roles, select managers, and report 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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