Strategic Lifespan Peer Network: The Final Chapter

The Final Chapter: Planning for a Smooth Conclusion

Remote Learning: A Discussion Held Via Video Chat & Phone

Spending up or leaving a legacy? As your foundation plans for your strategic and limited lifespan, do you plan to support organizations with legacy grants or an endowment for specific causes your family or fund may have founded? How do you honor those places and programs that have been important to your fund or family? Or instead, is there a next generation or legacy of grantmaking decisions you want to support with designated gifts or a DAF? The peer network identified the following as key strategies and tactics:

40% Strategies poll results: Spending completely vs Legacy grants determined by individual board members
30% Strategies poll results: Spend all assets vs. Leaving DAF (for next gen or others to manage)
40% Tactics poll results: Engaging the board to decision points

We would love to have you join our calls if you can with your web cam so we can see each other. If it is not available, you can also call in for audio only.

Featured Speakers

Lois Mitchell

Lois Mitchell has extensive experience directing philanthropic initiatives, navigating strategic plans, and building key partnerships with cross-sector…

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Barbara Kibbe

Barbara Kibbe joined the S. D. Bechtel, Jr. Foundation as director of organizational effectiveness in 2013.…

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Who

NCFP’s benchmark Trends in Family Philanthropy study found that 20% of the youngest family foundations have decided to operate with a limited lifespan, and more than 60% of all foundations are considering or have decided upon this option. Have you made this decision? Are you thinking about the implications and strategies for limiting the lifespan of your foundation? Join this network to speak with other funders considering limiting their lifespan or who have made the decision to spend down. This peer network is co-chaired by two field leaders, Barbara Kibbe, director at the S. D. Bechtel, Jr. Foundation, and Lois Mitchell, philanthropy consultant and former president of the Orfalea Foundations.