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For Councils, Bursaries, and Foundation Boards

How to set up, manage, report on, and govern a university endowment fund.

A structured training and advisory programme — adapted to African legal and market realities.

Programme overview

Four modules. One disciplined endowment.

Setup

Legal vehicle, gift acceptance, donor intent, accounting.

Management

Investment Policy, asset allocation, manager oversight.

Reporting

Donor stewardship, council dashboards, audited disclosures.

Governance

Board, fiduciary duties, conflicts, spending policy.

How we deliver it

Training + implementation, in one engagement.

Four-day intensive

Four-day intensive

On-site training for Council, Investment Committee, Audit Committee, Bursar, and Advancement leadership.

Drafting workshops

Drafting workshops

We co-author the Gift Acceptance Policy, Investment Policy Statement, Spending Policy, and Conflicts Policy with your team.

12-month retainer

12-month retainer

Quarterly governance reviews, IPS implementation support, manager-selection support, first-year donor stewardship report.

Ready to set up — or professionalise — your endowment fund?

We'd be glad to walk your Council and Bursar through the training programme.

EASS Limited — Revolutionizing Education Funding in Africa