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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
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  • Spending and Distribution Policy
  • Asset Allocation
  • Portfolio Rebalancing
  • Manager Selection
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  • 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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Amid the news about the coronavirus (COVID-19) and its impact on people and the markets, we at Mason are here for you, assisting in any way we can to address and support your needs; to be available to you; to listen and to navigate this together. We are committed to providing you with all of the service that we have provided to you in the past. The virus’ impact on the markets has caused people to worry and we’re here to assist you and answer any questions you might have. We are also concerned about the health and safety of our employees and our communities.

Mason is acting with appropriate caution for our office staff. Although our physical office will remain open, we are allowing employees to work from home if they feel that they need to do so. We have a formal Business Continuity Plan in place to accommodate employees working from home, with no business interruption. We are practicing the appropriate social distancing pursuant to the guidance from the government and health officials. We’ve taken precautions to help keep our employees healthy, including suspending travel and encouraging them to stay in touch with each other and our clients through phone calls, emails, screen sharing and video conferencing. We are providing our employees with technology equipment to allow them to do so.

We are dedicated to continuing to act in the best interests of our clients and our employees and hope that you all stay healthy in the weeks to come. We will continue to be in touch with you as the situation evolves.