“How much should we spend?” It’s an essential question for all funders, and an especially complex one for endowed private foundations. The answer of “around 5%” was never universal as foundations sought creative means of ensuring that assets would serve mission rather than the other way around. In recent times, the pressure to revisit payout has increased. Endowed foundations have responded with everything from “stay the course with 5%” to “dive in with 20%” and all points in between.

Based on a Strategy Guide of the same name, this webinar will help you revisit your foundation’s role as an investment steward. It will introduce the surprisingly wide spectrum of equally valid choices endowed foundations have made in balancing permanence, purpose, and payout. And it will provide ideas for helping your own board or family thoughtfully answer “How much should we spend?”

The Council on Foundations and National Center for Family Philanthropy are co-sponsoring this webinar and the related Strategy Guide, with special thanks to the other co-signers of the Statement Encouraging Increased Giving in the Time of Crisis.

Presented in partnership with:

Featured Speakers

Peter F. Bird, Jr.

Peter F. Bird, Jr. has been with The Frist Foundation since 1983, serving as senior program…

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Tony Macklin

Tony Macklin

Tony Macklin, a Chartered Advisor in Philanthropy®, consults with donor families, grantmakers, and their advisors about…

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Liz Sak

Liz Sak became the second Executive Director of the Cricket Island Foundation in 2008, overseeing all…

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George Suttles

George Suttles supports Commonfund’s educational, market research, and professional development activities as Director of Research of…

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Nick Tedesco

Nicholas A. Tedesco

Nicholas (Nick) Tedesco is the President and Chief Executive Officer of the National Center for Family…

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