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Spending and Distribution Policy

You are here: Home / Thoughts / Investment Philosophy and Process – Institutions / Spending and Distribution Policy

Spending and Distribution Policy

Benjamin Franklin once said that nothing in this world is certain, except death and taxes.  Nonprofit organizations suspend these certainties as they are generally exempt from taxes and live on in perpetuity.  Institutional spending policies specify the balance between appropriately funding today’s generation and protecting investment assets for tomorrow’s beneficiaries.  We developed the Sustainable Withdrawal Model to help us deepen our understanding of the potential ramifications of asset allocation and spending decisions.  This model helps us and our clients assess this balance based on the following questions:

  1. What is my organization’s asset allocation strategy?
  2. Does our asset allocation strategy match our risk profile?
  3. How much can we withdraw or distribute from our portfolio each year?
  4. How should we calculate our withdrawal rate?

At Mason, we can help you formulate answers to each of these questions and reevaluate previous decisions.  These decisions may have a profound influence on your ability to support your most important constituents.

Click below to request more information about Mason’s Sustainable Withdrawal Model for institutions.

Request More Information
  • Multi-Step Institutional Consulting Process
  • Investment Policy Statement Consultation
  • Spending and Distribution Policy
  • Asset Allocation
  • Portfolio Rebalancing
  • Manager Selection
  • Consolidated Perf Reporting and Data Agg
  • Donor Development Support
  • Defined Contribution Plan Consulting Process

Contact Us

Washington, DC Area Office:

Address: 11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191
info@masoncompanies.com
(703) 716-6000 (Phone)
(703) 716-6020 (Fax)

 

San Francisco Bay Area Office:

Address: 2400 Camino Ramon, Suite 350, San Ramon, CA 94583
info@masoncompanies.com
(925) 365-1603 (Phone)
(925) 365-1756 (Fax)

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Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.

The Mason Companies is comprised of Mason Investment Advisory Services, Inc., a SEC Registered Investment Advisor; Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org); and Mason Associates.

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