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| PROVIDING
FOR THE LONG TERM |
| Supporting Endowments
and Investabe Assets |
| ENDOWMENT CALCULATOR |
| Here's
a quick way to see how an endowment might perform under
different assumptions. Try entering different rates of inflation,
assume various rates of return, and reinvest different amounts,
to see how these things affect the spendable earnings. Feel
free to change your assumptions and recalculate — it's
fast and easy. (If you prefer to have the whole Excel spreadsheet,
you can download it by clicking
here.) |
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Input the
amount of the endowment (the whole number amount you intend
to invest).
$
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What rate
of inflation will you assume? The default is 3% which is
consistent with historical trends, but raise that number
if you prefer to be conservative. Number may include one
decimal place.
% |
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Do you want
to reinvest a portion of the earnings? If so, you can reinvest
an amount equal to inflation, or you can choose a fixed
percentage of the endowment balance. |
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No, I don't want to reinvest
the earnings. |
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Yes, I want to reinvest
an amount equal to inflation. |
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Yes, I want to reinvest
a specific percentage of the principal
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What annual
rate of return on your investment do you want to assume?
The default is 5% which is a fairly conservative estimate,
but feel free to raise or lower that number to see the effect
it could have on your endowment.
% |
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