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Endowment Fund Spending Policy and Practice

May 23, 2013 -

Recently, we have received a number of questions relative to the law and accounting for endowment funds. This whitepaper addresses some of your questions and general recommendations regarding spending policy.

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Other White Papers and Information

May 8, 2013 - Forming a Public Charity

April 15, 2013 - KLR Record Retention Guide

March 14, 2013 - Sales Tax and the Not-for-Profit Organization

February 27, 2013 - Corporate Sponsorships

February 7, 2013 - Governor Patrick Proposes New Tax Plan to MTF

February 1, 2013 - Board Meeting Minutes

January 30, 2013 - 2013 International Tax Guide on India

January 14, 2013 - Employee Cell Phones & Reimbursement

January 2, 2013 - Update on: The American taxpayer Relief Act of 2012

December 27, 2012 - International Tax:  China Overview

December 19, 2012 - Political Campaign Activity and Lobbying Activity For a 501(c)(3) Organization

October 29, 2012 - What a digital marketing strategy means for your business

October 16, 2012 - The Edge

October 11, 2012 - Cost Allocation Procedures

July 11, 2012 - The Impact of Private Equity on Job Growth

July 11, 2012 - Public Disclosure of Information by Tax-Exempt Org.

June 15, 2012 - What’s Happening in China?

May 22, 2012 - Endowment Fund Disclosure Requirements

April 24, 2012 - KLR Edge Magazine

March 8, 2012 - Form 1099 Basics

February 14, 2012 - The Debate on Carried Interest