How Non-profit Endowment Funds Work

Course Description
Course Qualification
Presenter
FAQ

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

Learning Objectives

To examine why endowments excite many donors
To appreciate how endowments work – policies and limitations
To realize recent trends in endowment

Recommended For

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

Who Should Attend?

Certified Management Accountant (CMA)
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Entrepreneurial CPA
Financial Planner
Finanical Analyst
Non Profit Pros
Nonprofit Board Members
NonProfit CEOs
Nonprofit Executive Directors
NonProfit Fundraisers
Nonprofit Professionals
Young CPA

Course Qualification

Webinar Qualifies For

1 CPE Credit for Certified Management Accountants (CMA)
1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
1 PL Credit for Chartered Financial Analyst (CFA)
1 CPE Credit for Certified Internal Auditors (CIA)
1 CPE Credit for Internal Audit Practitioner (IAP)
1 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
1 CPE Credit for Certified Government Auditing Professional (CGAP)
1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1 CE Credit for Certified Wealth Strategist (CWS)
1 General Credit for Accountant/Bookeeper

Additional details

Course Level :

Basic
Credits :

1
Instructional Method :

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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Thomas Wilson

Founder, HospitalFundraising.com

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.

About Company

HospitalFundraising.com

majorgiftfundraising.com/

We can accelerate the results of upgrading your major gifts fundraising program. Through decades of successful major gifts and capital campaign fundraising in the U.S. and Canada we have gleaned best practices from our work with higher education, hospitals, arts & culture, and many other worthy nonprofit ventures.

We’ve literally written the book – Winning Gifts: Make Your Donors Feel Like Winners (Wiley) – and share our knowledge consistently at AHP, AAMC, CASE, and AFP. We can train and help motivate your executive leadership, foundation board, and program staff (faculty, doctors, etc.) to help you raise more money.

We know how to turnaround stalled capital campaigns, plan for new campaigns. And, we’ve got the experience to help guide you through campaign implementation in tough times.

Become a member of MajorGiftFundraising.com – at no charge – to access our full library of presentations, blog articles, and our new podcast series.

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

62 Ratings

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Kenneth Turpen, CRMA, CFP (US), CGFM, TEP

Mar 31st, 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

Stephanie Cline, Others

Mar 31st, 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.

Michelle Gregonis, CPA (US)

Jul 21st, 2021

An excellent topic on an often overlooked part of the nonprofit environment.

Mary Steirer, Accountant, CPA (US)

Mar 31st, 2021

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.