By the End of This Course

You will be able to:

  • Understand why stewardship verges on legal accountability.
  • What your responsibilities are as an organization, soliciting, and managing endowed funds.
  • Appreciate why donors do sometimes sue and how you can minimize the risk.
  • See why 75+% of endowed charitable funds are slated for Foundations and Donor Advised Funds.
  • Position yourself to make the most of Platform Partners to achieve your goals and the legacy creator's goals.


Mirco-Course curriculum

1-2 Hours of Guided Self-Study

    1. Module Title

    2. About the Course

    1. Purpose and Significance

    2. Endowment Legal Responsibilities

    3. Hard Lessons from Law Suits

    4. Why Gift Acceptance Policies, Committees, and Procedures are Not Window Dressing

    5. Why Gift Agreements should leave Wiggle Room

    1. The Rise of Platforms

    2. The Wealth Holders Perspecive

    3. The Role of Platform Partners

    4. Checks, Balances, and Working Relationships

About this course

  • 11 lessons
  • Practical Readings, Links, and Worksheets
  • Videos to Instruct and Motivate
  • Weekly Office Hours

Discover what is possible

For you, your donors, and those you serve

Enroll today