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

Also Available in Self Study

Ratings and Review

4.6

30 Ratings

Excellent

21

Very Good

7

Average

2

Poor

0

Terrible

0

SC

Stephanie Cline, Others

Mar 30th, 2021

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, CFP® (US), CGFM, TEP

Mar 30th, 2021

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

SS

Shirley Santana, CPA (US)

May 16th, 2023

Great webinar, but it would be good to include the topic of borrowing on an endowment.

JD

James Ducker, CPA (US)

Jun 29th, 2023

Excellent overview of endowments!

BRS

Brenda Ray Scott, Others

Mar 30th, 2021

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.

Subject Area

Specialized Knowledge

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