College and university endowments are collections of funds that support students and faculty, as well as the institution’s teaching, research, and public service missions. Endowment funds are essential to an institution’s financial strength and are designed to be sustainable over the long term. Every contribution to an endowment creates a new fiduciary relationship between the donor and the institution, making an endowment a complex investment mechanism that requires detailed record keeping and management. This self-paced course will explore the roles and responsibilities related to endowments, growing endowments through fundraising, and fiduciary and policy responsibilities.
This course includes the following episodes—
- How Endowments Work
- Asset Allocations
- Spending Policies and Practices
Each episode is about ten minutes and features college and university endowment experts sharing their knowledge on each respective topic. Complete the course however it fits into your busy schedule—one episode at a time or in one sitting. Either way, you’ll earn 1 CPE credit for completing the whole course and gain wisdom that will help you along your higher education journey.
Note: the videos used in this course were recorded prior to the onset of the COVID-19 pandemic. Interviewee titles are listed as they were at the time of the recording and may have since changed.