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Endowment Spending

On-Demand | Originally Broadcast on March 22, 2022 | Part of the Endowment Leadership Series

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With record rates of return reported by all types of institutions in fiscal year 2021, there is growing pressure to curtail costs and spend more on students. Some institutions are making single purpose spending appropriations. Others are staying the course, resulting in modest spending increases over time due to the spending “smoothing” effect of multi-year trailing average returns. Can a single year of significant spending compromise intergenerational equity? Since returns can be unrealized, what will a market correction mean for institutions that significantly increase spending? What are the best strategies to ensure stability while increasing spending? This session’s experts will address such questions with the latest strategic investment practices that consider national and global economic policy decisions.

Learning Objectives:
  • Evaluate trends in endowment spending rates and spending dollars by endowment size.
  • Appraise the challenges and opportunities of spending in the short-term that diverges from policy.
  • Consider new spending rate policies and practices that can better meet institutionally specific spending needs.  
This webcast is part of the Endowment Leadership Series. Visit the series page to see other sessions
available for a la carte registration or to purchase access to the whole series.
This webcast is supported by Russell Investments.  

Endowment Management Webcast Workshop

Meet The Presenters

  • Mary Beth Lato, director of investment strategy and solutions, Russell Investments
  • Sue Menditto, senior director, accounting policy, NACUBO

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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Day 1

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2022 Endowment Leadership Forum

April 26–27, 2022 | Westin Seattle | Seattle

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July 16–19, 2022 | Gaylord Rockies Resort & Convention Center | Denver