Endowment Fund Training
Master strategies for endowment funds in the Third Sector. Gain skills in asset allocation, spending policies, risk management, governance, and mission-aligned investing to safeguard capital, ensure long-term impact, and communicate effectively with boards and donors. This training equips you with essential tools for sustainable fund management and confident decision-making.

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 long-term endowment fund to support your mission reliably. You will learn investment strategies, asset allocation, risk management, model portfolios, spending policies, five-year projections, stress tests, governance strengthening, mission-aligned investments, and effective communication with boards and donors using templates and clear explanations.
Elevify advantages
Develop skills
- Build endowment portfolios by allocating assets, diversifying, and rebalancing effectively.
- Design spending policies, set payout rules, and create five-year projections quickly.
- Manage risks like market volatility, inflation, and liquidity using practical tools.
- Align investments with your 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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