Endowments, Payouts, and Grantmaking

Market volatility has many volunteers in the NCF network wondering about the effect on their community endowments and grantmaking capacity. Jason Kennedy, NCF’s Chief Financial and Administrative Officer, leads this discussion about payouts, grantmaking, and his three favorite words: “Endowments are forever.”

This presentation includes:

  • Characteristics of a permanent endowment
  • NCF investment objectives
  • Information on the difference between equity-weighted and balanced asset allocation models
  • Long-term analysis of both models in action
  • An extensive Q&A with real questions from volunteers in the NCF network

Click to download the PowerPoint presentation

Click to read Jason Kennedy’s article “Endowments are forever”

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