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A New Approach to Spending Policy: Endowments and Foundations

A customized analysis of spending and investment policy can help you determine the best solutions for your organization.
  • Can you afford to increase spending to help those in need?
  • Should you cut spending to preserve assets?
  • Is it necessary to change spending policy?

Meet the Challenge

Financial market volatility has disrupted the endowment and foundation community. Investment portfolios have lost value. New contributions are down. Yet the people who depend on nonprofit giving are more in need than ever.

Our research and analytical tools can help provide solutions to the challenge. For an overview of our approach, please watch the brief videos above. Then contact us for a custom spending and investment policy analysis.

Bernstein does not provide tax, legal or accounting advice. In considering this material, you should discuss your individual circumstances with professionals in those areas before making any decisions.

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