In 2016, 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 Method by Organization Type
Spending Calculation Method by Endowment Size
Annualized Distribution Rates (where applicable)
91% of current clients have spending rates that range between 4 and 5.5%.