“A foundation’s spending level can have a significant impact on both its current and future potential payout. This chart and sidebar illustrates that if a foundation started in 1950 with $1 million in assets, a spending policy of 5 percent per year would result in 1998 assets of more than $1.4 million (adjusted for taxes and assuming that investment assets were split equally between equities and fixed income). If that same foundation had spent 8 percent per year over the same period, it would have just $325,058 in current assets.”

Get Involved

Search Knowledge Center for Resources!

We’re here to help you on your philanthropic journey. Contact NCFP for support!

Get Assistance

Keep up with trends in family philanthropy. Subscribe to our newsletter!

Signup

Family philanthropy improves the quality of life for all. Join our family!

Join Now