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

May 17 @ 12:00 pm - 1:00 pm EDT

CLA CPE Webinars

Participants of the free live webinar will be eligible for 1 CPE credit.


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 complimentary session, we will explore some basic background on endowments, who can create them, and how they work. We will 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
  • Kevin Leder, Managing Partner of Office
  • Nicole Lee, Signing Director
  • Peter Holupchinski, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC

Please register by May 16, 2023.


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

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