Strategic Lifespan Peer Network: The Spend Down Journey—Timing is Everything

Posted on November 28, 2022 by Anne Marie Toccket, Priscilla Enriquez, Glen Galaich

The length of the spend down journey varies from foundation to foundation. The nature of decisions also varies depending on the length of time remaining in the foundation’s lifespan. What is top of mind at the different times of the spend down journey? What can a spend down foundation with more than 10 years remaining learn from a foundation with… Read More

Strategic Lifespan Peer Network: Spending Down—Trade-offs and Opportunities

Posted on November 28, 2022 by Anne Marie Toccket, Laurel Randi, Priscilla Enriquez, Glen Galaich

When a family makes the decision to spend down their philanthropic resources, that is just the beginning to many other decisions that affect the impact of the family’s giving. Trade-offs will need to be made related to staffing, investments and grantmaking. How can one maximize the opportunities that spending at a faster payout rate provides? How can one minimize missed… Read More

Strategic Lifespan Peer Network: Formulating Grantmaking Strategies with a Spend Down Mindset

Posted on May 18, 2022 by Gwyneth Tripp, Misty Avila

group of people brainstorming around table with papers and sticky notes
Once the decision has been made to spend down, foundation leaders must determine how their grantmaking efforts will need to change. How do you curate your programs and support and engage grantees during this spend down process? How does your impact or portfolio shift? Join Misty Avila, chief impact officer at the James B. McClatchy Foundation, and Gwyneth Tripp, director… Read More

Strategic Lifespan Peer Network: Investing with an End in Sight

Posted on March 30, 2022 by Emilie Cortes, Karie Dewan, Priscilla Enriquez

Planning to spend down is financially complex. It can be tough for board and staff to predict the financial future of the work. How do you plan for the funding needed for staffing, operations, and multi-year investments? While planning, how can you best make decisions to maximize the financial and social impact of your dollars? Join Emilie Cortes, trustee of… Read More

Strategic Lifespan Peer Network: Spending Up, Committing to Increased Assets for Increased Impact

Posted on February 7, 2022 by Colleen O’Keefe, Pat Sauer

How are you thinking about your foundation’s assets, the challenges and inequities in our world, and supporting timely problems? In 2021, the Sauer Foundation shared, “the assets of the foundation would increase from $28 million to $100 million, and that amount would be invested in the community over the next 10 years.” This foundation’s gift to spend up and make… Read More

Time-Limited Foundations: Lessons from a CEO Peer Group

Posted on January 7, 2022

Since 2019, the Dorothy A. Johnson Center for Philanthropy been facilitating a peer learning group of CEOs of limited-life foundations. One of the themes that has emerged is that the fact of having an end date influences everything about how the foundation does its work. This guide distills the experiences of the peer learning group and seeks to provide practical and… Read More

Strategic Lifespan Peer Network Retreat

Posted on September 20, 2021 by Laurel Randi, Priscilla Enriquez, John Esterle, Glen Galaich, Marcus F. Walton

Learn with your peers from foundations who are considering or who have decided to spend down. This retreat will feature inspirational conversations, field-building and peer connections, case studies, and learning with a peer on the final stages of spending down. The sessions included will be: A Conversation about the Changing Field with Marcus Walton, Grantmakers for Effective Organizations, interviewed by… Read More

Limited Life Foundations: Lessons from CEOs

Posted on June 8, 2021 by John Esterle, Joe Del Guercio, Teri Behrens, Glen Galaich, Ellen Friedman

Philanthropic purpose, impact, and perpetuity are on the minds of giving families more than ever before. Many are reconsidering the lifespan of their giving effort with a fresh lens as community needs increase and the sector evolves. Yet the opportunities of limited lifespan are often not clear or not fully understood, and neither are the potential challenges. In this webinar,… Read More