Nonprofit Resources


Webcast for Nonprofits: Endowment Funds

In this recorded webcast, CapinCrouse and Cornerstone Management provide a review of what your peers are doing in the area of endowment fund management. We also dive into the Data Warehouse to discover the answers to these questions:

  • How many of my peers have an endowment?
  • What is the most common endowment spending policy?
  • Do my peers have an Investment Policy Statement?
  • How does my endowments asset allocation stack up against that of my peers?

We analyze these statistics and other significant data points related to endowment management and spending policy from the 2018 CapinCrouse Endowment Survey. With significant participation in the study, the data and information continue to improve. 

Learning objectives:

  • Identify current endowment spending policies in use throughout ABACC, ABHE, and CCCU membership and beyond
  • Apply comparative information on peers’ endowment asset allocation
  • Explain UPMIFA and its inclusion in endowment policy
  • List the fees and costs associated with endowment investment management

This webcast has already occurred. 

Thursday, August 22, 2019
1:00 p.m. EDT
Instructors: Dan Campbell, CapinCrouse and Bryan Taylor, Cornerstone Management 

Download the handout >

Watch the recording >

Please note that CPE credit is not available for recorded webcasts.

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