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

Due to safety precautions, NCFP is restructuring this retreat to be a virtual event.

If you have any questions, please email  

This intimate gathering is for board members and senior staff of foundations that are considering or have decided to spend down their assets. Come with concerns and engage with experts and peers to learn about successful approaches and troubleshoot key challenges. Time will be spent in peer learning focused on exits and impact, stakeholder communication, talent development, and family connections, as well as the legacy of learning.

Dialogue and sharing is at the heart of this retreat and formal presentations will be limited. 

Draft agenda topics:

  • Managing investments in the context of spend down
  • Surprises along the way to sunset
  • Exits and Impact: How to ensure durable impact while exiting
  • Talent development and retention
  • The legacy of learning: Building and sharing knowledge from the experience of exits

View the draft agenda

The retreat will be held twice in 2020. Retreat content for both events will be similar. Please plan to attend only one of the two retreats. Attendance for this retreat is limited to two people from each participating foundation. The spring east coast retreat (originally scheduled for April 27-28, 2020 in NY) is being rescheduled due to the crisis. The new date will be posted once available. Please note that the original registrants will receive first priority for registration for the new east coast date, once selected. 

Thank You to Our Sponsor

Thank you to the S. D. Bechtel, Jr. Foundation for its generous sponsorship of this event.

Featured Speakers

Lauren Dachs

Lauren B. Dachs

Lauren Dachs is vice chair of the Board of Directors and president of the S. D.…

View Profile

Kalyah Ford

As Senior Researcher at Rockefeller Philanthropy Advisors, Kalyah Ford works across the organization to develop research…

View Profile
Barbara Kibbe

Barbara Kibbe

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

View Profile
Katie Scott

Katie Scott

What do you do at NCFP? I curate our programs for giving families, peer networks, and…

View Profile
Olga Tarasov

Olga Tarasov

Olga Tarasov leads Rockefeller Philanthropy Advisors' knowledge development efforts, overseeing and advancing research, publications, and both…

View Profile
Nick Tedesco

Nicholas A. Tedesco

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

View Profile

Bob Tobin

Bob Tobin consults with a variety of private and public corporations, as well as nonprofit organizations.…

View Profile
June Wilson

June Wilson

June Wilson, executive director emerita and board member of the Quixote Foundation, combines her talent as…

View Profile

Additional questions? Contact NCFP

Get Involved

Search Knowledge Center for Resources!

We’re here to help you on your philanthropic journey. Contact NCFP for support!

Get Assistance

Keep up with trends in family philanthropy. Subscribe to our newsletter!


Family philanthropy improves the quality of life for all. Join our family!

Join Now