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Fundamentals of College and Nonprofit Endowments

February 9, 2021 | 1:00pm–2:00pm ET | Part of the Endowment Master Class Series


Economic Sustainability Leadership
If endowments are not rainy-day funds, what are they? Experts will cover how endowments are managed to provide colleges, universities, and other nonprofit organizations with a steady and reliable source of funding over the long term. In this session, explore the basic structure of endowments and understand how they are managed to support current operations without shortchanging the future.
This webcast is free for members. It is also part of the NACUBO Endowment Master Class Series. Visit the series page to see other sessions available for a la carte registration or to purchase access to the whole series.
This webcast is supported by Bank of America.  

Endowment Management Webcast

What You Will Learn

NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. After participating in this program, you will be able to—

  • Compare the differences between in-house versus outsourced investment management
  • Explore current issues impacting endowments such as socially conscious investing
  • Recognize the long-term objectives of investment practices and policies
  • Understand why endowments are important for scholarships and student aid, university research, public service, and campus infrastructure

Who Should Attend

  • Chief Financial Officers
  • Endowment Chief Investment Officers
  • Institutional Treasurers
  • Investment and Finance Committee Board members
  • Professional Endowment Fund Managers

Meet The Presenters

  • William Jarvis, managing director, market strategy and delivery executive, BofA Securities, Inc
  • Sue Menditto, senior director, accounting policy, NACUBO

CPE Information

Estimated 1 CPE Credit

CPE credit is not available for on-demand programs at this time.

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website

NACUBO thanks the following supporters of this event:

Premier Supporters

Classic Supporters


Registration assistance: 877.797.7698 or

Cancellation Policies

Member Standard Ended May 19, 2021


Non-Member Standard Ended May 19, 2021



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