Maximizing Endowment Value in Difficult Times

McDonald Hopkins' Shawn Riley and Brian Jereb will be presenting as part of a panel on "Maximizing Endowment Value in Difficult Times" during this virtual program presented by Clearstead.

Higher education institutions are facing increasing financial pressure from rising operating costs, enrollment uncertainty, regulatory scrutiny, and heightened expectations around stewardship and transparency. As budgets tighten, many colleges and universities are asking critical questions about how—and when—endowment funds can be used to support operations while remaining compliant with donor restrictions and fiduciary obligations.

In this webinar, McDonald Hopkins will discuss best practices for evaluating donor intent and navigating UPMIFA requirements and will review the circumstances under which institutions may access endowment resources to meet operational needs or other priorities. Clearstead will share an example of an impairment study and spending policy analysis that can help institutions make informed, sustainable decisions around endowment usage.