Endowment and Gift Compliance and Administration

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Visit Instructor-Led Training Sessions to see if there is an upcoming session scheduled.

About the Class:

This training will ensure that those who oversee and administer endowment and gift projects fully understand the Endowment and Gift Administration and Compliance policy, business process, and their responsibilities. Additionally, we will be sharing tools and resources that are available to assist administrators to meet their responsibilities. This training is mandatory in order to obtain access to the Endowment Term Sheets that are accessible via a website and provide key information on the terms for spending endowment funds. 2 hrs