Endowments: What You Need to Know as You Explore, Create, and Manage Them

Event Detail
  • May 17, 2023
  • 11 a.m. – Noon CT
  • Location
  • Webinar
  • Speaking

During a recent webinar on nonprofit reserves and investments, endowments were the hot topic during Q&A. So much so, we wanted to spend an hour focused on practical, example-based information applicable to all stages of endowments.

During this on-demand session, we explore some basic background on endowments, who can create them, and how they work. We cover items to consider when creating one, investment-related considerations, and accounting and compliance implications.

At the end of this session, you will be able to:

  • Identify how to create and track an endowment
  • Recognize the pros and cons of creating an endowment
  • Identify how to implement proven practices for investment, reporting, and compliance requirements

Who should attend

This session is designed for CEOs, CFOs, controllers, finance directors, finance managers, board members, trustees, business managers, audit committee members, and other decision makers in nonprofit organizations.


  • Brandon Tutty, Manager
  • Nicole Lee, Signing Director
  • Peter Holupchinski, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC


Contact Jenny Carlson at jennifer.carlson@CLAconnect.com or 414-238-6706.

Can’t make the webinar?

Fill out the registration and you will receive an email with the webinar recording and slides following the event. Recorded webinars are not eligible for CPE. Also, check out our event calendar to see what else is happening.

For more information:
Jenny Carlson
Events Senior

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