Crafting an All-Weather Spending Policy for Foundations and Endowments (Webinar Recording)

On Nov. 10, 2011, Crowe Horwath LLP and Bernstein Global Wealth Management hosted a webinar to provide insight for foundations and not-for-profit endowments on how to evaluate the effectiveness of existing spending policy.

Although spending policies have generally been overshadowed by the recent focus on investment policies, the weak economy has placed the spotlight on the spending side. Applying sophisticated analytical tools, this webinar addressed a wide range of spending models to illustrate the importance of monitoring spending policy in coordination with investment policy objectives.

This recording is not eligible for CPE credits. Learn more.