Ensuring Utilization of Spendable Funds in Endowment Management: A Practical Guide for the Finance Office
Accurately identifying and utilizing your endowment’s spendable balances is one of the most powerful ways your organization can strengthen donor [...]
How to Make Sense of Your Endowment Reporting
Accurate and transparent endowment reporting goes far beyond spreadsheets and balancing your numbers. It tells the story of your organization’s [...]
Endowment Fund Management: 5 Effective Accounting Tips
Endowments are the result of a successful long-term strategic plan. Through major giving and capital campaigns, your organization has created [...]
How to Effectively Segment Endowment Funds for Your Organization
Managing an endowment is no small feat, especially when you’re stuck relying on Excel spreadsheets or systems that aren’t designed [...]
The Power of Precision: Why Accurate Endowment Allocations Matter
Accurate allocation of investment earnings and fees is the cornerstone of successful endowment management. When organizations invest in the right [...]
Bridging the Gap Between Finance and Development in Endowment Reporting
Effective endowment management is a cornerstone of financial sustainability and mission fulfillment for nonprofits, higher education institutions, and healthcare organizations. [...]
Understanding Endowments: Purpose, Protection, and Stewardship
Endowments are a vital part of how many organizations and universities thrive, yet they’re often misunderstood. Like many financial instruments [...]
How ASC 958-205 and UPMIFA Enhance Endowment Transparency
Endowments are incredible tools for financial sustainability. But some of the reasons endowments are so valuable also create reporting and [...]