Endowment Fund Training
Gain expertise in endowment fund management tailored for the non-profit sector. Delve into asset allocation, spending policies, risk mitigation, governance frameworks, and mission-driven investing to safeguard capital, drive sustained impact, and engage confidently with boards and donors. This comprehensive training provides actionable strategies and tools for lasting financial stability.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This course equips you with practical tools to design and manage a sustainable endowment fund that supports your organisation's mission over the long term. You will master investment strategies, asset allocation, risk management, and model portfolios, while developing spending policies, five-year forecasts, and stress tests. Enhance governance practices, ensure investments match your values, and communicate effectively with boards and donors using templates and straightforward explanations.
Elevify advantages
Develop skills
- Build robust endowment portfolios through effective asset allocation, diversification, and rebalancing.
- Develop spending policies including payout rules and quick five-year projections.
- Handle endowment risks like market volatility, inflation, and liquidity using practical methods.
- Align investments with your mission via ESG factors, exclusions, and impact investing.
- Bolster governance by clarifying roles, choosing managers, and delivering transparent donor reports.
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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Course in PDF