Endowment Administration and Compliance: From Macro to Micro

Endowment administration and compliance is a shared responsibility across all roles in institutional advancement. Whether you're engaging donors in gift planning or managing annual reports, understanding how to ensure compliance with donor intent and institutional policy is essential. This session will explore endowment administration and compliance through two lenses, the macro perspective of System-wide compliance as well as the micro perspective of the day-to-day application of compliance principles.  

Who Should Attend: This session is designed for Advancement Services professionals who prepare endowment agreements for their institutions, Gift Officers who engage in discussions with donors about establishing endowments, and those responsible for the endowment compliance reporting.