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