This document provides information on creating a spending policy for your endowment including suggestions for developing the spending rate methodology and best practices for creating and updating your spending policy.
Business leaders at Stevenson School in Pebble Beach and Carmel, California, developed a reserves policy to support the school's financial health in perpetuity.
The upgraded LRFM helps you model tuition, staffing, and revenue over 10 years. Build confidence in your school’s financial decisions—before they’re made.
