Legal Rules Governing Investment & Use of Endowment Funds
Advising nonprofits in all aspects of the operation of endowment funds
- Product Number: 2220199P01
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CLE Credits, earn up to:
2 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
Endowment funds are a key resource for exempt organizations and are found throughout the nonprofit world. They range in size from large university-owned endowments to smaller funds held by charitable organizations of all types. This new program explains key aspects of the legal rules governing the investment and use of endowment funds. Understand how endowments are structured, created, and classified, and which state statutes apply. Once created, endowments must be governed responsibly, and the funds invested in a prudent manner. Learn about recommended spending and investment policies, and the ways that organizations work with internal and external investment advisors to fulfill fiduciary duties. Hear how the popular concept of socially responsible investing applies to endowments. -
Agenda
Agenda & Materials
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12:00 - 12:05 pm
Scope of the Endowment World
eLecture Add to CartKelly J. Guarino, Esq., Fiduciary Trust Company , Boston
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12:05 - 12:15 pm
Endowment Structures; Types of Endowments: Quasi-, Term, Restricted, Unrestricted
eLecture Add to Cart -
12:15 - 12:40 pm
UPMIFA–Uniform Prudent Management of Institutional Funds Act; UPIA–Uniform Prudent Investor Act
eLecture Add to Cart -
12:40 - 1:00 pm
Gift Acceptance Policies; Spending Policies; Modification and Release of Restrictions
eLecture Add to CartJocelyn A. Bishop, Esq., Jocelyn Bishop Consulting LLC , Westford
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1:00 - 1:15 pm
Key Taxation and Accounting Issues
eLecture Add to CartJocelyn A. Bishop, Esq., Jocelyn Bishop Consulting LLC , Westford
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1:15 - 1:40 pm
Investment Policies; Working with Investment Committees; Delegation of Investment Management; Socially Responsible, ESG, and Impact Investing
eLecture Add to CartKelly J. Guarino, Esq., Fiduciary Trust Company , Boston
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1:40 - 1:50 pm
Alternatives to Endowments
eLecture Add to CartKelly J. Guarino, Esq., Fiduciary Trust Company , Boston
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1:50 - 2:00 pm
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- Faculty