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

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Before starting this self study program, please go through the instructional document.


  • Understand Why Endowments Excite Many Donors
    3 mins
  • Understand Endowment Distributions Impact
    11 mins
  • What is the Board's Role in Investment Management?
    17 mins
  • Make Endowment as Exciting as a New Building
    33 mins
  • Donor Accountability Office Endowment Stewasdhip
    41 mins

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

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

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