Building Financial Sustainability: A Practical Guide to Endowment Management

Turn your endowment into a strategic advantage for long-term mission success.

An endowment is one of the most powerful tools for sustaining your mission and earning donor trust. Managing it well requires clarity, compliance, and confidence—not spreadsheets and guesswork.

This practical guide delivers proven strategies and expert insights to help you simplify processes, strengthen stewardship, and maximize impact. In it, you’ll learn:

• Core principles of endowment management, including donor intent, spending policies, and UPMIFA compliance
• Accurate allocation methods that protect transparency and reduce risk
• Best practices for managing spendable balances, so every dollar supports your mission
• Reporting strategies that build trust and improve collaboration between finance and development
• Technology tips for automation and integration to save time and ensure accuracy

Download the guide today and start turning your endowment into a strategic advantage.