Capital Models

PSC:
Endowments++

PSC isn't a replacement for endowments—it's an upgrade. You get perpetual funding, legacy naming, and capital preservation—plus 22× more system value over 30 years. Allocate some or all of your capital to PSC alongside traditional endowments.

What Endowments Got Right

Endowments solved a real problem: how to fund missions that outlive individual donors. Universities, hospitals, and foundations needed perpetual funding streams that didn't depend on annual fundraising. The endowment model—invest the principal, spend the returns—provided exactly that.

This was transformative. It enabled institutions to plan decades ahead, weather economic cycles, and build the infrastructure that now serves millions. PSC builds on this insight about perpetuity.

The Structural Gap: Idle Capital

Endowments preserve capital by keeping 95% of it out of mission work.

The Math of Traditional Endowments

With a 5% spending rate, a $100M endowment deploys $5M annually to mission work. The remaining $95M sits in investment markets—benefiting financial intermediaries, but not the mission until returns are realized.

5%
Working for mission annually
95%
Sitting in markets
20 years
To deploy the original gift once

Why This Matters

The endowment model was designed for a world where capital preservation required market investment. But this creates a structural tension: the mechanism that preserves capital is the same mechanism that keeps it away from beneficiaries.

PSC resolves this tension by finding a different preservation mechanism: recycling through beneficiaries themselves. Capital is preserved not by hoarding it, but by building systems where beneficiaries pay forward when they succeed.

Same Goal, Different Mechanics

Both preserve capital in perpetuity. PSC does it by keeping capital in motion—and you can use both.

Traditional Endowment

Locks capital in investments. Deploys only the returns (4-5% annually). The principal stays untouched "forever."

Capital preserved in perpetuity
Predictable annual distributions
95% of capital sits idle each year
Subject to market volatility
High management fees (0.5-2%)
30-Year Total Deployed
~$150,000
(from $100K initial)

Perpetual Social Capital

Everything endowments offer—perpetual funding, legacy naming, capital preservation—plus 100% immediate deployment and compounding impact.

Capital preserved in perpetuity (via recycling)
Legacy naming & recognition available
100% deployed immediately (not 5%)
Impact compounds each cycle
Not tied to market volatility
No management fees
30-Year System Value (R=0.95)
$2,670,000
(26.7× from $100K initial)

30-Year Cumulative Deployment

Starting with $100,000, see how much capital actually works for beneficiaries.

Endowment: 5% annual payout | PSC: R=0.9, 3-year cycles

Feature Comparison

FeatureEndowmentPSC
Capital PreservedYes (in perpetuity)Yes (via recycling)
Perpetual FundingYesYes
Legacy NamingYesYes (named PSC pools)
Annual Deployment4-5% ($4-5K/yr)100% recycled at R
30-Year System Value~$150K cumulative$2.67M (26.7×)
Immediate ImpactLow (5% year 1)High (100% year 1)
Management Fees0.5-2% annuallyNone or minimal
Market RiskHigh (tied to markets)Low (tied to R factor)

It Doesn't Have to Be Binary

Many foundations allocate a portion of their capital to PSC while maintaining a traditional endowment. Start with 10-20% and adjust based on results.

Conservative
80% Endowment / 20% PSC

Keep most capital in traditional endowment for predictability. PSC portion amplifies impact on suitable programs.

Balanced
50% Endowment / 50% PSC

Split approach maximizes both stability and impact. Best for foundations with diverse program types.

Aggressive
20% Endowment / 80% PSC

Maximum system value. Keep small endowment for overhead and emergency funds. Deploy the rest through PSC.

When to Keep Some in Traditional Endowment:

  • Programs where beneficiaries cannot pay forward (emergency relief, end-of-life care)
  • Covering operational overhead that needs predictable annual funding
  • Maintaining a reserve for unexpected opportunities or crises

The Theoretical Foundation

Why does PSC outperform endowments? The Regenerative Capital Theory paper explains the fundamental difference: endowments use extractive logic (invest → extract returns → deploy some), while PSC uses regenerative logic (deploy → benefit → recycle). This isn't just different mechanics—it's a different relationship between capital and beneficiaries.

Read the RCT Paper (Theory)

Explore PSC for Your Capital

Whether you're reconsidering an endowment or exploring new philanthropic structures, our team can help you model PSC outcomes for your specific situation.