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How Non-profit Endowment Funds Work: Donor Interest, Organizational Policies And Trends 1 Credit

How Non-profit Endowment Funds Work: Donor Interest, Organizational Policies And Trends 1 Credit

  • Rating

    4.5
  • Reviewed on

    March, 2024
  • Subject Area

    Specialized Knowledge

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Feb 08, 03:00 PM ET

Learning Objective

  • Learning outcomes for this CPE webinar for CPAs are:
  • To examine why endowments excite many donors
  • To appreciate how endowments work – policies and limitations
  • To realize recent trends in endowment

Course Overview

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: 

  • Impact of endowments
  • Difference between permanently restricted endowment (donor-designated true endowment) and temporarily restricted endowment (board designated quasi-endowment)
  • Nonprofit infrastructure and policies needed to manage robust endowment funds
  • Growth of DAF (donor-advised funds) -- community foundations, commercial funds, nonprofit sponsored funds
  • Innovations to get even make endowments "stickier" for donors


Click to access more CPE webinars on Tax Resolution | Accounting & Auditing CPE webinars | Free Ethics CPE Courses

  • 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 1 CPE Credit for Certified Internal Auditors (CIA)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CPE Credit for Certified Government Auditing Professional (CGAP)
  • 1 CPE Credit for Internal Audit Practitioner (IAP)
  • 1 CPE Credit of Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 1 CE Credit of Non-profit Planning for Chartered Advisor in Philanthropy (CAP)
  • 1 CPE Credit of Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA)

  • 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 1 CPE Credit for Certified Internal Auditors (CIA)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CPE Credit for Certified Government Auditing Professional (CGAP)
  • 1 CPE Credit for Internal Audit Practitioner (IAP)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 1 CE Credit of Non-profit Planning for Chartered Advisor in Philanthropy (CAP)

Additional Information

Credits

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

About Instructor

Transform Your Career with Thomas Wilson's CPE Webinars | myCPE
Thomas Wilson

Founder, HospitalFundraising.com

  • 4.5
  • rating
  • rating
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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.

On Demand FAQs

What is Self Study (QAS)?

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.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

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.

How do I earn credits through live webinars?

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.

Are the live webinars approved by NASBA and other regulatory bodies?

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.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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.

How are credits reported to governing bodies?

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.

Ratings and Review

4.5

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SC

Stephanie Cline, Others

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

Kenneth Turpen, CRMA

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

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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 - fastest in the industry.

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