How Non-profit Endowment Funds Work: Donor Interest, Organizational Policies and Trends

4.5 (50)

Thomas Wilson

Tuesday, March 30, 2021 | 11:30 AM EDT

  • CPA

1 Credit


Subject Area

Specialized Knowledge

Webinar Qualifies For

1 CPE credit of Specialized Knowledge for all CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

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

Recommended for: 

This non-profit webinar is recommended for Not-for-profit industry professionals and auditors

Learning Objectives

  • 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

Who Should Attend?

  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Financial Planner
  • Wealth Management Advisor
  • Wealth Planner
  • Young CPA


    [no_of_record] => 50
    [average] => 4.5200




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.


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


Very informative. Before attending this webinar, I thought I had a fairly good understanding of endowment funds. I see now that they are much more nuanced than I had previously imagined.






I wish the presenter had shared that you had to register with the myCPE site prior to logging into the event. I talked to at least two other participants who did not know and each of us had issues creating an account in my CPE.