Managing Not-for-Profit Endowments Effectively episode artwork

EPISODE · May 5, 2025 · 14 MIN

Managing Not-for-Profit Endowments Effectively

from Cherry Bekaert: Not-for-Profit Industry Guidance · host Cherry Bekaert

In today's complex financial landscape, managing an endowment effectively is more critical than ever to provide a stable source of funding that supports long-term missions.In this episode of Cherry Bekaert’s Not-for-Profits (NFP) podcasts, Jason Sturdevant, NFP Accounting Advisory Manager, is joined by co-host Blakeley Richard, NFP Accounting Advisory Manager, to discuss endowments in the context of educational organizations like private universities or K-12 schools. This episode also covers other information that can benefit any organization looking for best practices regarding their endowments. Listen to learn about:Endowments and Personnel Transition K-12 Cleanup Endowment OverhaulCloseoutsNavigating Endowment ChallengesHow Cherry Bekaert Can Assist Cherry Bekaert's team of professionals is equipped to offer comprehensive advisory services that address the endowment needs of not-for-profits. We ensure that endowment funds are not only preserved but also poised for growth. Their knowledge in crafting tailored solutions allows institutions to align their financial strategies with their long-term goals and mission-driven objectives. Contact us today.View all podcast in this series

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Managing Not-for-Profit Endowments Effectively

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This episode is 14 minutes long.

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This episode was published on May 5, 2025.

What is this episode about?

In today's complex financial landscape, managing an endowment effectively is more critical than ever to provide a stable source of funding that supports long-term missions.In this episode of Cherry Bekaert’s Not-for-Profits (NFP) podcasts, Jason...

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