In this session, “Demystifying Endowment Accounting: Navigating UPMIFA, Restrictions, and Financial Reporting,” presenters from Cherry Beckert break down the fundamentals of endowment management. Learn how to navigate UPMIFA compliance, GAAP standards, and donor restrictions, while maintaining transparency and sustainability in your organization’s endowment funds.
You’ll discover:
- How to classify donor-restricted and board-designated endowments
- Best practices for endowment spending policies and investment strategies
- How to manage and report underwater endowments
- Key insights into financial disclosures and audit requirements
- Tools and software to streamline nonprofit endowment tracking
This session is ideal for nonprofit finance teams, accounting leaders, and board members seeking to improve endowment oversight and ensure long-term fiscal health.
