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Endowment Payout Policy: UUA Governance Manual Appendix 2.D

The amount made available for expenditure from the Association’s endowment in a fiscal year shall be a weighted average of:

  • the prior year’s spending adjusted for inflation (weighted at 70%), and
     
  • 5.5% of the trailing four-quarter average market value of the endowment as of the previous December (weighted at 30%).

However, the spending rate must be at least 4.5% and not more than 6.25% of the trailing four-quarter average market value of the endowment as of the previous December.

For more information contact administration @ uua.org.

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Last updated on Friday, November 30, 2012.

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