Accounting and Reporting for Endowments

Session Date: 
Jun 22, 2017 - 10:45am12:00pm

Session Tracks:

Not all endowments are the same, and they often times create complexity and confusion within not-for-profit organizations. This session will review the basics of endowment accounting and financial reporting, provide an overview of UPMIFA, and share some suggestions for effective communication with Boards, development staff, and donors about endowments. This session will cover:

  • Endowment accounting basics
  • Financial reporting and disclosures
  • Accounting rules for underwater endowments
  • Differences between donor-restricted and Board-designated endowments
  • Endowment pool accounting

Field of Study:

Session Type:


Title Speaker Details Session ID
Candice Meth CPA, EisnerAmper LLP, Partner 28, 48
Pete Ugo CPA, Crowe Horwath LLP, Partner 22, 28