Things You Should Know About Endowments

---

This session will focus on accounting and reporting for various types of endowments as well as the regulations under UMPIFA and GAAP. Topics will also include investment policies and donor agreements.

 Major Topics:

•  Accounting for and reporting restricted endowments
• Regulations for endowments under UMPIFA and GAAP
• Organization investment policies relating to endowments

 

 Learning Objectives:

• Understand the definition of and the various types of endowments
• Learn about the accounting requirements for endowments
• Understand financial statement disclosures required for endowments

 

 Skill Level: Basic

 Field of Study: Accounting

 CPE Hours: 1.2