August 15, 2024
11:00 am - 12:00 pm

Register ›

Navigating the Complexities of Endowments

1 CPE credit is available for this webinar.

For many nonprofit organizations, their endowment is critical to their bottom line. Endowments provide long-term financial stability by allowing organizations to plan for the future, knowing that they have a reliable source of funding to support their mission, programs, and activities. Despite their many advantages though, endowments also come with some rules and challenges.

Join GRF as we delve into the intricacies of endowments. Whether you are considering establishing an endowment, managing existing ones, or seeking to enhance your knowledge of endowment accounting and reporting, this session is designed to provide valuable insights and practical guidance.


  • Overview of the different types of endowments
  • What to consider before establishing and/or accepting endowment contributions
  • Establishing spending policies
  • Important accounting rules and reporting requirements around endowments
  • How to maintain compliance while maximizing the impact of the endowment
  • Disclosure requirements for underwater endowments


Alison Conklin, CPA

Senior Manager, Audit

Read Bio

Fred Longwood, CPA, MST

Senior Manager, Nonprofit Tax

Read Bio

Additional Program Details

  • Learning Objective: To provide attendees with an overview of endowment accounting.
  • Instructional Delivery Methods: Group Internet-based
  • Recommended CPE: 1 CPE
  • Recommended Fields of Study: Specialized Knowledge
  • Prerequisites: None Required
  • Advance Preparation: None
  • Program Level: Basic
  • Course Registration Requirements: None
  • Refund Policy: No fee is required to participate in this session.
  • Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
  • Complaint Resolution Policy: GRF CPAs & Advisors is committed to our participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns