Broker Check
 

Top Issues

We Understand Your Top Issues

Understanding your Spending Policy, Investment Policy Statement and Contribution Schedule is key.

  • Spending Policy
  • Continue to grow foundation assets while fulfilling 5% spending requirement
  • Administrative costs (2% on average)
  • Inflation (3% historically)

Why are Spending Policies important?

  • They establish an agreement among trustees about investment guidelines and objectives
  • They afford consistency of objectives even if trustee membership changes
  • They create benchmarks to measure and evaluate performance
  • This helps the foundation determine spending strategy vs. investment strategy
  • Better investment policies and planning to meet long-term investment goals
  • The fluctuations in the amount of annual giving, smoothing the effects of yearly portfolio volatility