How often do we need to do the perpetual care study?

Once we create a financial model for your perpetual care fund, you should update the model whenever business practices affecting the perpetual care fund change (e.g., changes in contribution rates, changes in inventory, pricing, asset allocation, one-time contributions or withdrawals, etc.). In addition, it is best to perform a new analysis once every few years based on the most recent perpetual care fund balance and remaining inventory.

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