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Podcast: Creating an Endowment Spending Policy

Share current LOB: CommercialCorporateInstitutional
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Establishing an effective spending policy for a foundation or endowment means balancing current and future needs. Listen to this podcast for best practices for creating a sustainable spending policy that serves your institutional mission.

Download the Spending Policy Here

This content is general in nature and does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.