Nonprofit Endowment & Reserve Fund Management Essentials

What you'll learn

Establish investment policies and governance structures for endowments and reserve funds
Develop asset allocation strategies and spending policies that balance current impact with long-term preservation
Select and evaluate investment managers while managing fees and monitoring performance effectively
Navigate UPMIFA

Requirements

, tax implications, and fiduciary responsibilities for nonprofit fund management
Implement fundraising strategies for endowment growth including planned giving and legacy programs
Create risk management systems and internal controls that protect organizational assets

Requirements

No prerequisites are required.

Description

"This course contains the use of artificial intelligence."
Transform your nonprofit's financial stability through expert endowment and reserve fund management. This comprehensive course provides nonprofit leaders with the essential knowledge and practical tools to establish, grow, and protect long-term financial resources that sustain mission impact for generations.
Whether you're managing a small community organization or a large established nonprofit, you'll learn how to create investment policies that balance today's needs with tomorrow's sustainability. Discover proven strategies for asset allocation, risk management, and spending policies that preserve purchasing power while supporting current programs.
Master the critical differences between donor-restricted endowments and board-designated reserves, understanding when each serves your organization best. Learn to navigate complex legal

Requirements

including UPMIFA compliance, tax considerations, and fiduciary responsibilities that protect both your organization and board members.
Develop the confidence to select and evaluate investment professionals, negotiate favorable fee structures, and monitor performance against appropriate benchmarks. Understand how to implement ESG and mission-aligned investing that reflects your organization's values without sacrificing returns.
Build effective fundraising strategies specifically designed for endowment growth, including planned giving programs, legacy campaigns, and donor communication techniques that inspire transformational gifts. Learn reserve fund accumulation best practices that create organizational resilience and flexibility.
This course equips executive directors, board treasurers, finance committee members, CFOs, and development professionals with actionable frameworks for establishing governance structures, creating investment policy statements, and implementing spending rules that ensure long-term sustainability.
Stop living paycheck to paycheck and start building the financial foundation that empowers your nonprofit to plan strategically, weather economic challenges, and seize opportunities that advance your mission.

Who this course is for

Nonprofit executive directors and chief financial officers managing organizational investments
Board members serving on finance, investment, or audit committees
Development professionals building endowment and planned giving programs
Nonprofit treasurers responsible for long-term financial planning and oversight

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