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Endowment Spending: Should You Change Your Policy Now?

On-Demand | Originally Aired April 20 2021 | This Recording is Part of the Endowment Master Class Series

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Economic Sustainability Leadership
Endowment spending policy dictates the annual flow of funds from an institution’s endowment to support donor designations and campus operations. During both the great recession and the COVID-19 pandemic, some colleges increased their endowment spending amid significant financial challenges.
Even before the onset of COVID-19, many institutions had begun to reconsider their spending rate. During this session, endowment and investment experts will look at data from the 2020 NACUBO-TIAA Study of Endowments to examine recent trends in endowment spending rates and policies, highlight pressures and trends, and discuss important considerations for new spending strategies.
This webcast is part of the NACUBO Endowment Master Class Series. Visit the series page to see other sessions available for a la carte registration or to purchase access to the whole series

Endowment Management Webcast

What You Will Learn

What You Will Learn NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. After participating in this program, you will be able to—

  • Appraise the challenges and opportunities in setting new endowment spending policies that are reflective of changes in capital market conditions. 
  • Assess how spending rate policy changes can meet current and pending institution-specificneeds. 
  • Evaluate recent trends in endowment spending rates and spending dollars by endowment size.

Who Should Attend

  • Chief Financial Officers
  • Endowment Chief Investment Officers
  • Institutional Treasurers
  • Investment and Finance Committee Board members
  • Professional Endowment Fund Managers

Meet The Presenters

  • Mary Jane Bobyock, managing director, strategic advice for nonprofit clients, SEI
  • Kathleen Masterson, assistant director, research and policy analysis, NACUBO
  • Jeffrey Mindlin, chief investment officer, Arizona State University
  • Cindi Redman, vice president for finance and administration, Meadville-Lombard Theological School

CPE Information

There are no CPEs offered for this event.

CPE credit is not available for On-Demand programs at this time.

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website

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