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Fundriver Client Data: Spending

Fundriver compiled data from 202 current clients' spending policies to determine trends in different types of organizations (and among organizations with different sized endowments). The PERCENT AVERAGE by FUND calculation is the most widely used in the Fundriver population.  PROPORTIONAL DISTRIBUTION is the second most widely used calculation.

Spending Calculation Methods Used by Fundriver Clients

Spending Calculation Methods Used by Fundriver Clients

Spending Calculation Method by Organization Type

Spending Calculation Method by Organization Type

Spending Calculation Method by Endowment Size

Spending Calculation Method by Endowment Size

Annualized Distribution Rates (where applicable)

Annualized Distribution Rates (where applicable)

91% of current clients have spending rates that range between 4 and 5.5%.

13% of Fundriver clients have distributions that impact Unit Price.  Their spending rules break down as follows.

13% of Fundriver clients have distributions that impact Unit Price.  Their spending rules break down as follows.
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