Generating spendables on new endowed funds

SallyHermannSallyHermann Posts: 34 ✭✭✭
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We would love to hear on how what other CFs' policies and procedures are in generating spendables on new endowed funds. If you wait until the next fiscal year to calculate a spendable, what is your process in ‘removing’ that fund in your batch calculations?

Thank you!

Sally Hermann

St. Croix Valley Foundation

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