Investment and Spend Policies
We review and draft spending policies and investment policies balancing the tradeoff between stable current spending and building your fund for future beneficiaries in full compliance with the New York Prudent Management of Institutional Funds Act (NYPMIFA) and other applicable regulations.
We develop synchronized investment and spend policies using hybrid strategies and custom variations. Our experience enables us to guide nonprofits to the right type of spending policy based on their unique situation.