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 Overhaul
  • Closeouts
  • Navigating Endowment Challenges
  • How 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.

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Danny Martinez

CFO Advisory

Partner, Cherry Bekaert Advisory LLC

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