Board Responsibilities In Managing A Nonprofit Endowment

Coins
A guide to better endowment fund management.

Board members and executive directors of foundations and nonprofits manage endowment funds to ensure the long term legacy and viability of their organizations.

In this whitepaper, you’ll learn:

  • Five key principles to follow in setting up and managing an endowment
  • The six “must have” pieces of a board endowment policy statement
  • Guidance on balancing your payout policy to serve needs now and protect the fund in the future
  • How to achieve a responsible mix in allocating assets in the fund
  • How to choose the right fund manager