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Challenges of Mid-Size Foundations: Is 5% Real, Real?

We are pleased to introduce the first part of Pathstone’s new Challenges of Mid-Size Foundations Series ― “Is 5% Real, Real?” ― written by Managing Directors Dan Gross and Jeff Scheer.

This white paper focuses on future market return expectations and how foundations and charities can improve their chances of meeting their spending requirements even in a low return environment.

Stay tuned for the next installments of this series that will address these challenges.

  • Part II – “Spend Down vs. Perpetuity – What is the Best Path for a Private Foundation?”
  • Part III – “Ensuring Sound Leadership and Governance as Your Organization Grows”
  • Part IV – “Tips to Help Your Organization Spend More Time on What Really Matters”
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