Distribution rate from 4% to 6%

BrittanyKennedy

Staff at our foundation are recommending that the Board consider increasing our 2026 distribution rate from the traditional 4% to 6%. This recommendation is based on two key factors: stronger-than-anticipated investment returns in 2025 and the expectation that nonprofits in our region will face increased demand and financial pressure in the coming year.

We’re interested in learning how other foundations are approaching 2026. Are you planning to maintain your current distribution rate, increase it, or take a different approach?