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
certificate valid 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 workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.
André FelipePrompt Engineering Student
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