Based on your inputs, the analysis shows $0 in projected value with key performance metrics optimized for your scenario.
Your $12,500,000 endowment supporting $562,500 annual spending at 4.5% draw rate is at risk with 3.2% real return after inflation and fees.
Endowment sustainability requires balancing current spending needs with long-term fund preservation. Conservative draw rates, diversified investment strategies, and continued fundraising ensure endowments provide perpetual support while maintaining purchasing power through market cycles and inflationary periods.
Based on your inputs, the analysis shows $0 in projected value with key performance metrics optimized for your scenario.
Your $12,500,000 endowment supporting $562,500 annual spending at 4.5% draw rate is at risk with 3.2% real return after inflation and fees.
Endowment sustainability requires balancing current spending needs with long-term fund preservation. Conservative draw rates, diversified investment strategies, and continued fundraising ensure endowments provide perpetual support while maintaining purchasing power through market cycles and inflationary periods.
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