Overview
If endowments are not reserves or rainy-day funds, what are they? Experts will explain the legal and governing structure of endowment funds and 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. This session explores the basic structure of endowments and covers how they are managed to support current operations without shortchanging the future.
Learning Objectives
- Describe the importance of endowment funds for scholarships and student aid, university research, public service, and campus infrastructure
- Recognize the long-term objectives of investment practices and policies
- Compare the differences between in-house versus outsourced investment management
- Explore current issues impacting endowments such as socially conscious investing
Meet the Speakers
- William Jarvis, managing director, philanthropic executive, Bank of America Private Bank
- Sue Menditto, senior director, accounting policy, NACUBO
Register for the Series
This webcast is a complimentary session from the 2023 Endowment Leadership Series. Visit the series page to purchase access to the whole series.
How to Attend
After you register, you will navigate to your NACUBO classroom to attend the live event and later access the recording.
Endowment Management Webcast Workshop
