Sam and Celia Sanders established the Sanders Family Foundation to share and continue a philanthropic legacy with their children and future generations. Sam and Celia did not intend to spend out the foundation, and named the foundation as a primary beneficiary of their estate. This case study explores how the Sanders developed a spending policy that met both their goals and federal payout requirements.
Spending Policies and Payout
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Investment and Spending Policies
This Content Collection includes resources describing how a foundation's spending policy and organizational objectives are linked to development of a cohesive and integrated investment strategy, as well as sample policies and other related advice.
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