5 Topics Your Investment Spending Policy Should Cover - Download Sample Investment Spending Policy

5 Topics Your Investment Spending Policy Should Cover - Download Sample Investment Spending Policy

An Investment Spending Policy helps ensure your nonprofit organization is on the same page when it comes to your endowment spending. It covers topics including who has discretion over distributions, what the spending rate of the endowment should be, and what is considered a qualified expenditure.

Here are 5 topics your Investment Spending Policy should cover

  • Defined Goals
    What are the financial goals regarding your endowment? Will your endowment support your organization in perpetuity? What are the stewardship requirements?

  • Maximum Spending Rate
    Define how your spending rate is calculated and what the maximum yearly spend rate should be for qualified expenditures.

  • Who has discretion over distributions
    Decide who in your organization can determine how and when endowment funds are distributed.

  • Qualified Expenditures
    Define what expenses should be considered qualified in regards to your endowment spending.

  • Authorized party to make changes
    If your Spending Policy needs to be updated, describe the process and party responsibly for amending your policy.

Download an Investment Spending Policy sample.

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Download an Investment Spending Policy sample.

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