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Fundamentals of College and Nonprofit Endowments

February 8, 2024 | 2–3:15 pm ET | Online | Complimentary Session from the 2024 Endowment Leadership Series

Overview

Even among those with years of higher education experience, endowments and how they work can be challenging to describe. Experts will explain the legal and governing structure of endowment funds and how they 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

After this webinar, you will be able to—

  • Describe the importance of endowment funds for scholarships, faculty, research, public service, and campus infrastructure 
  • Recognize the long-term objectives of investment practices and policies 
  • Identify pros and cons of in-house versus outsourced investment management 
  • Explore current issues impacting endowments such as socially conscious investing 

Speakers

  • William Jarvis, managing director and philanthropic executive, Bank of America
  • Liz Clark, vice president, policy and research, NACUBO

Register for the Series

This webinar is a complimentary session from the 2024 Endowment Leadership Series. Visit the series page to purchase access to the whole series.

How to Attend

After registering, you will access this event in our new learning management system

If you can't access this event, please email online@nacubo.org.

CPE Credit

Please review the new process for earning CPE credit online.


Endowment Management Online Workshop CPE Available

Event Information

  • Level: Intermediate
  • Prerequisites: Minimum 1-2 years of experience as a professional in higher education or a related private industry.
  • Advanced Preparation: None
  • Delivery Mode: Group internet based
  • Field of Study: Finance
  • Length: 75 minutes

CPE Information

Estimated 1.5 CPE Credits

Please note you can only earn credit for attending the session live. Each individual must register and attend separately to earn credit.

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 www.nasbaregistry.org.

Rates

Cancellation Policies

This webinar is a complimentary session from the 2024 Endowment Leadership Series. Visit the series page to purchase access to the whole series.

Member Ended February 8, 2024

$0

Non-Member Ended February 8, 2024

$0

NACUBO thanks the following supporter of this event:

Primary Contributor

Upcoming

2024 Endowment Leadership Series

February 8–April 18, 2024 | Online

Results From the 2023 NACUBO-Commonfund Study of Endowments

February 22, 2024 | 2–3:15 pm ET | Online | Complimentary Session from the 2024 Endowment Leadership Series