Spending Rules and Investment Allocations

This webinar took place on Wednesday, April 20, 2016 from 7:00-8:00PM ET.

A recording of the webinar and copy of the slides are posted below.

Do you know the laws that govern your endowment? Do you know if you are prudently managing your endowment assets? The Uniform Prudent Management of Institutional Funds Act (UPMIFA), a state law, addresses how to invest and spend from your “true” endowments. Are you in compliance? This webinar will also review how your investment spending rule and asset allocation are intimately related and how proper policies and procedures will build trust with your donors.

Presented by Ken Quigley, ECF Program Director, Endowment Management Solutions

PowerPoint Slides for Spending Rules and Investment Allocations 04.20.16