Do you have advice on setting a foundation spending policy? - Exponent Philanthropy

Do you have advice on setting a foundation spending policy?

There are many ways to determine the endowment spending rate for a nonprofit. Most nonprofits are familiar with less complex approaches that include spending income, assigning a prespecified percentage of the beginning market value, simply deciding on a spending rate, and using the Internal Revenue Service minimum required payout of 5% for certain private foundations.

In practice, there are three primary methods used today.

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