Foundations of Auditing Endowed Funds
Knowing and communicating the financial health of your endowed funds will show your donors that their gift remains in good hands, which increases the potential for further giving. Now is the perfect time to review your endowed funds to ensure they remain: Legal: In compliance with rules and regulations Possible: To be rewarded according to fund criteria Practical: Able to be administered within reasonable limits Join us for a three-hour virtual training to develop a plan of action for your next endowed funds audit. You will learn a step-by-step process to help you confirm whether your endowed funds are meeting both institutional compliance and donor intent. You will also identify potential risks and communication strategies for donors whose funds have been misspent, unspent, or are underwater. You’ll walk away with clearly defined next steps that will help you move your endowed fund audit forward.