Endowment policies

Commonfund Report on Investment Returns

Resource
Publication date: 
02/2016

The annual Council on Foundations-Commonfund investment report for private and community foundations is now available. For 2014, private foundations reported an average investment return of 6.1 percent and community foundations reported 4.8 percent (both net of investment fees). Members may access the full report here.

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The Power of Now

Knowledgebase
Publication date: 
03/2010

This paper seeks to better understand the phenomenon of spending out, based on a sample of existing and recently closed spend out trusts in the United Kingdom.

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Time is of the Essence: Foundations and the Policies of Limited Life and Endowment Spend-Down

Knowledgebase
Publication date: 
12/2009

From the Aspen Institute's Program on Philanthropy and Social Innovation, this report provides examples of foundations that decided to spend down their assets within a set period of time instead of existing in perpetuity. The report provides donors and foundations with models for consideration in their own policies and planning.

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