PFS4. When Spending and Investment Policies Intersect (in a good way)

Field of Study: 
Specialized Knowledge
CPE Credit: 
1.0
Knowledge Level: 
Overview
Advanced Preparation: 
None
Prerequisite: 
None

Thursday, June 21, 2018
 
11:25AM-12:15PM

The session is a practical demonstration of taking spending and earnings projections and using modeling techniques to make decisions. How will changes in the market impact the foundation's payout? How will increases in grant making impact investments in infrastructure and administrative spending? Payout modeling, can inform and illustrate the relationships between alternative decisions.

Learning Objectives:

  • Recall the relationships between different investment and payout decisions
  • Lean how one foundation uses payout modeling to inform their decision making