Non-profit fiduciaries strive to balance immediate community needs with future growth aspirations. Their spending policy choice is pivotal for managing present and future distributions, ensuring alignment with organizational goals. A robust spending policy serves as a stable guide and amid market uncertainties, fostering fiscal discipline.

This paper dissects the spending policy into spending rate methodology, examining their influence on asset pool sustainability and beneficiary interests. By delineating these components, we provide a framework to craft a clear strategic spending policy that supports the organization's mission while navigating volatile market conditions.

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