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

SOLD OUT. Consider registering for the October spend down retreat. To add your name to the waitlist, 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 Agenda

The retreat will be held twice in 2020. Retreat content for both April and October 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. To register for the fall retreat (October 14-15 | Los Altos, CA), click here. If you have other questions about the retreat, please contact Katherine Scott at

About The Pocantico Center of the Rockefeller Brothers Fund

The Pocantico Center of the Rockefeller Brothers Fund is a venue for meetings on critical issues related to the Rockefeller Brothers Fund’s mission. The center has complemented and extended the impact of the Fund’s grantmaking since its opening in 1994. The conference center provides a setting where nonprofit organizations and public-sector institutions can bring together people of diverse backgrounds and perspectives to engage in critical issues, create new levels of understanding, and develop creative solutions.

Thank You to Our Sponsor

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

Featured Speakers

Tony Proscio

Tony Proscio

Tony Proscio is a consultant to foundations and major nonprofit organizations on strategic planning, evaluation, and…

View Profile
Barbara Kibbe

Barbara Kibbe

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

View Profile
Lois Mitchell

Lois Mitchell

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

View Profile
Christopher G. Oechsli

Christopher G. Oechsli

Christopher G. Oechsli is President and CEO of The Atlantic Philanthropies and serves on the Board…

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