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Financial reserves and endowment policies  


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Hi all- does your foundation have any specific policies related to how many months or dollars you have in your reserve or in how they will build the endowment? For instance, I know some foundations hold back 10%+ of all unrestricted donations to build their endowment or reserve. If you have a formal policy, that's great-- but if it's informal, that's okay too. Just looking to hear what everyone is thinking

2 Answers

Hi Katherine,

Thank you for posting your question here! Foundation Innovation doesn't have any samples that apply, but hopefully other education foundations will share what they have.



Hi Katherine, seeing this a little late. Yes, we have in our bylaws that we will take 25% of all unrestricted funds through the year and save in our Permanent Funds. We did this with the goal of reaching a million. Now that we are there, we are trying to decide how we want to transition this into a full endowment. I'm happy to share our wording if you email me at 

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