Foundation Finance Affinity Group: Calculating the 5% Distribution

Thursday, October 8, 2015
10:00am to 12:00pm EDT
Washington Regional Association of Grantmakers
1400 16th Street NW, Suite 740
Most WRAG events are only open to our members. Please refer to the text at left for attendance eligibility.
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Audience: WRAG member/prospective member CFOs and finance staff

WRAG Members (free):
Please register online. If you do not yet have a log-in, you can request a password here.
Non-members ($50): Please email Katy Moore, moore(at), to verify eligibility.

The vast majority of U.S. grantmaking foundations are required by law to distribute 5 percent of their investment assets annually for charitable purposes. While this requirement is commonly known, it is often not well understood.

Join your fellow foundation finance officers as Chris Peterman, partner at O’Connor Davies and Co-Partner-in-Charge for the firm’s Private Foundation Practice, addresses topics such as: What constitutes payout? How is the payout rate calculated? And, why do foundation payout rates differ?

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