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

Registration is closed for this 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

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.…

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Peter Ellsworth

After growing up in Los Angeles, receiving a BA and a JD degree from Stanford and…

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Kalyah Ford

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

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Glen Galaich

Glen Galaich joined the Stupski Foundation as CEO in 2015. Glen leads the overall strategy of…

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Katie Scott headshot

Katie Scott

Katie Scott was a Program Director at the National Center for Family Philanthropy (NCFP) from 2017-2023.…

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Olga Tarasov

Olga Tarasov

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

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Nick Tedesco headshot

Nicholas A. Tedesco

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

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Bob Tobin

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

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June Wilson headshot

June L. Wilson

June Wilson, a celebrated philanthropic leader in racial justice advocacy and alternative approaches to legacy and…

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Additional questions? Contact NCFP