Are You an Administrator or an Advisor of a Foundation, Endowment, or a Charitable trust?

Then you would probably want to know:  

• How long will our money last at current distribution rates?

• How much can we distribute each year in perpetuity?

• How often do I need to review our distributions?

• What is our optimum asset mix?

We can answer these questions for you in a short report for a fixed, nominal consulting fee (usually between $600 and $1,200). Click here to open the input data form. Fill it out and email it to us. We will give you a quote usually within 24 hours. The turn around time for the report (sample) is usually five business days after your payment is received.

Click here to read our white paper about perpetual withdrawal rates.

Click here to purchase the printable version of this white paper.

We can also analyze and report back to you our findings for your defined benefit pension plans. Contact me for further info.