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Generating spendables on new endowed funds

SallyHermannSallyHermann Posts: 34 ✭✭✭
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edited May 16 in Finance & Operations

Hello,

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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