Perpetuity, lifespan, and spend down

Philanthropic Spend Down: A Retreat Sponsored by the S. D. Bechtel, Jr. Foundation (April 2020)

Posted on November 21, 2019 by Christopher G. Oechsli, Barbara Kibbe, Tony Proscio

In light of COVID-19, all attendees have been directly contacted and offered an abbreviated virtual program or to register for our October west coast retreat in California or to review other options with staff. A rescheduled date for this east coast retreat will be announced in late May. Additional support opportunities were also sent to attendees, on behalf of our… Read More

The Archives of U.S. Foundations: An Endangered Species

Posted on November 15, 2019 by John E. Craig Jr.

Using data collected on the 300 largest U.S. foundations through a survey commissioned by The Commonwealth Fund in fall 2012, this report discusses the status of archiving in the foundation sector and recommends ways to improve policies and practices in an area that is often overlooked… Read More

Strategic Lifespan Peer Network: Built for the Long Haul

Posted on March 6, 2019 by Barbara Kibbe, Lois Mitchell

Built for the Long Haul: Equipping Grantees to Succeed When Your Funding Stops Remote Learning: A Discussion Held Via Video Chat & Phone Navigating a spend-down foundation can be challenging. We heard from the peer network that 70% of you were working on the strategy of sustaining grantees & collaborations with investments in capacity. Gather together to discuss strategies to… Read More

Strategic Lifespan Peer Network: The Final Chapter

Posted on January 28, 2019 by Barbara Kibbe, Lois Mitchell

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… Read More

NCFP’s Strategic Lifespan Peer Network Series

Posted on October 18, 2018 by Lois Mitchell

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… Read More

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