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Is your organization using large cash assets effectively? Are you ready to grow your funds and further the goals and mission of your nonprofit? You may be ready to set up an endowment.

This guide was designed for those new to endowments, but has important insights for even seasoned nonprofit leaders and board members.

By following this endowment guide, you will learn:

  • The definition of a True Endowment.
  • How the uses of nonprofit funds connect to specific pots of money.
  • The foundations for managing an effective endowment.
  • Important endowment governance and policy practices, and more!

Download your copy of our complimentary checklist by filling out the form below:

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Fairlight Advisors, LLC
505 Montgomery Street
10th Floor
San Francisco, CA 94111
Phone: 1.844.309.6248
Email: support@fairlightadvisors.com
1.844.309.6248
support@fairlightadvisors.com
505 Montgomery Street
10th Floor
San Francisco, CA 94111
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Fairlight Advisors LLC (“Fairlight”) is a registered investment advisor offering advisory services in the State of California, Washington, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Follow-up or individualized responses to consumers in a particular state by Fairlight in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Fairlight, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.


For fee details, refer to Fairlight Advisors’ current ADV Part 2A & 2B here.

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