How Non-profit Endowment Funds Work: Donor Interest, Organizational Policies And Trends 1 Credit
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Creating an endowment may be an important strategy to set aside funds for the future, and can be a hallmark of financial sustainability. This online CPE webinar for CPAs will let donors, accountants, and financial advisors become more comfortable in understanding and discussing charitable endowments. You should attend if you serve on a nonprofit board, advise a nonprofit, or advise donors.
Key topics discussed in this online CPE webinar:
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| License details | Credits | Status |
|---|---|---|
| Specialized Knowledge for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Certified Internal Auditors (CIA) | 1 CPE | Eligible |
| Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Internal Audit Practitioner (IAP) | 1 CPE | Eligible |
| Qualification in Internal Audit Leadership (QIAL) | 1 CPE | Eligible |
| Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Certified Government Auditing Professional (CGAP) | 1 CPE | Eligible |
| Non-profit Planning for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Specialized Knowledge for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Certified Internal Auditors (CIA) | 1 CPE | Eligible |
| Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Internal Audit Practitioner (IAP) | 1 CPE | Eligible |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Qualification in Internal Audit Leadership (QIAL) | 1 CPE | Eligible |
| Certified Government Auditing Professional (CGAP) | 1 CPE | Eligible |
| Non-profit Planning for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Tom Wilson, CEO of HospitalFundraising.com, has worked in
nonprofit staff positions as a capital campaign and endowment consultant for
more than 40 years. In partnership with 300 client partners, he has helped
secure more than $1 B in charitable funding.
Wilson’s book, Winning Gifts: Make Your Donors Feel Like
Winners, was published by Wiley & Sons. Tom is a frequent conference presenter
(pre COVID) for AHP (healthcare fundraisers), AAMC (academic medical center
fundraisers), CASE (higher education fundraisers), PSI (for Adventist
fundraisers), and AFP (for all types of fundraisers). He also facilitates board
retreats, strategic plans, and trains nonprofit boards and staff.
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
SC
The presentation aligned well to created expectations. Tom did a wonderful job of moving through a substantive amount of material in a manner that was well-paced, and sprinkled with engaging stories illuminating his experience with the subject topic.
KT
Tom did a great job sharing the overall approach to endowments. His practical advice and experiences in philanthropy and fundraising, plus the great stories and vignettes helped to make this an excellent presentation. Thanks Tom
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