Benchmark Your Endowment Spending Policy Against Peers

How does your spending policy compare to other institutions?

In this new research report, EverTrue analyzed real customer data to uncover how nonprofits and institutions are configuring the Percent of Average Spending Method—the most commonly used approach for endowment distributions.

You’ll get practical benchmarks and insights on:

• Typical spending rate ranges (and where most organizations land)
• The most common lookback windows for smoothing volatility
• Fund-level vs. pool-level averaging methodologies
• How peers handle underwater spending decisions
• Distribution posting frequency trends
• Key takeaways for finance teams, boards, and investment committees

Whether you’re reviewing your current policy, preparing for committee discussions, or looking for validation that your approach is aligned with peers, this report gives you real-world context to support smarter decisions.