Supplementary materials for The Digital Endowment Playbook: A Practical Guide to Building Endowments for European Universities and Civil Society Organisations by Tetiana Honcharenko.
This repository contains reference materials, research documents, interactive checklists, and analytical tools that accompany the book. These materials were designed as living resources — updated more frequently than a printed book allows — and are intended for practitioners building or managing endowments across Europe and Ukraine.
digital-endowment-playbook/
├── reference-materials/ # Deep-dive research and comparative analyses
│ ├── legal_forms_comparison.md
│ ├── tax_relief_comparison.md
│ ├── regtech_market_research.md
│ ├── sanctions_screening_best_practices.md
│ ├── diaspora_behavior_analysis.md
│ └── fintech_custody_providers.md
│
├── checklists/ # Practical tools and decision frameworks
│ ├── tax_relief_checklist.md
│ └── eu_payment_providers_checklist.md
│
└── tools/ # Financial models and analytical notebooks
├── portfolio_stress_tests.ipynb
└── cost_to_serve_model.xlsx
| File | Description | Book Chapter |
|---|---|---|
legal_forms_comparison.md |
Comparison of legal structures (Foundation, Endowment Fund, Association) across European jurisdictions | Chapter 4 |
tax_relief_comparison.md |
Detailed tax relief matrices for 32 countries — rates, limits, procedures, contacts | Chapter 4 |
regtech_market_research.md |
Market analysis of RegTech providers for compliance automation | Chapter 4 |
sanctions_screening_best_practices.md |
AML/KYC/sanctions compliance frameworks for civil society organisations | Chapter 4 |
diaspora_behavior_analysis.md |
Research on diaspora donor behaviour and engagement strategies for Ukrainian institutions | Chapter 2 |
fintech_custody_providers.md |
Comparative analysis of fintech and custody providers for institutional investors | Chapter 3 |
| File | Description |
|---|---|
tax_relief_checklist.md |
Step-by-step checklist for optimising Gift Aid and European tax relief on donations |
eu_payment_providers_checklist.md |
Selection guide for payment processors (Stripe, Adyen, GoCardless, PayPal) supporting European endowments |
| File | Description |
|---|---|
portfolio_stress_tests.ipynb |
Jupyter notebook with Monte Carlo simulations for endowment portfolio stress testing |
cost_to_serve_model.xlsx |
Excel model for calculating endowment cost-to-serve and administrative burden by fund size |
For practitioners reading the book: The materials here expand on topics that required more depth than the book format allows. Use the chapter references in the table above to navigate to the right resource.
For running the Jupyter notebook:
git clone https://github.com/ProtopiaGarden/digital-endowment-playbook.git
cd digital-endowment-playbook
pip install jupyter numpy pandas matplotlib scipy
jupyter notebook tools/portfolio_stress_tests.ipynbFor contributing updates: Regulatory data changes. If you spot an outdated figure or want to add a jurisdiction, open a pull request. All contributions are reviewed by the author team.
Tetiana Honcharenko is a strategist, investor, and institutional advisor specialising in endowment development, philanthropic infrastructure, and long-term capital strategy for universities, foundations, and civil society organisations across Europe and Ukraine.
- Protopia Garden — endowment programmes and long-term infrastructure: protopia.garden
- Founders League — multifamily office: founders-league.com
- Crowe Mikhailenko — advisory network: crowe.com/ua
- LinkedIn: linkedin.com/in/tetiana-honcharenko-91088023
For AI-native NGO tools and templates: github.com/ProtopiaGarden/ai-native-ngo
Content in this repository is released under Creative Commons Attribution 4.0 International (CC BY 4.0). You are free to share and adapt the materials for any purpose, provided you give appropriate credit.
Code (.ipynb, .xlsx tools) is released under the MIT Licence.