Perpetuity, lifespan, and spend down

Contributions

Trends 2020: Foundation Identity

Posted on November 19, 2020

This excerpt from NCFP’s Trends 2020 study shares data and analysis regarding various US family foundation giving trends, focus of the foundation, family member dynamics, operational effectiveness, and much more. Size and Scope By conservative estimates, family foundations represent more than 60% of the approximately 90,000 grantmaking foundations in the country; there are more family foundations than all other forms combined in… Read More

The Experiences of a Foundation With a Limited Life: Benefits and Challenges (MAVA Foundation)

Posted on October 9, 2020 by Lynda Mansson

Drawing on reflections from the director general of the MAVA Foundation and learnings from foundations that have recently closed, this article also discusses how to prepare for the end date of a limited-life foundation. MAVA, a Swiss-based grantmaking foundation for 25 years, has a planned end date of 2022. The article features key lessons for foundations considering closure, and will… Read More

Resiliency Guide

Posted on August 17, 2020 by S. D. Bechtel, Jr. Foundation

This Guide is designed to help deepen thinking about where, when, and how to invest in capacity building, while also helping funders to explore the dimensions of resiliency and help their grantee organizations prepare for eventual independence from grant funding… Read More

Strategic Lifespan Peer Network: Learning from the Pascale Sykes Foundation

Posted on May 27, 2020 by Frances P. Sykes

The Pascale Sykes Foundation is in the process of spending its assets by 2022 or 2023. President Frances Sykes will discuss their spend down decision and answer questions about this experience. Get to know Frances and the Pascale Sykes Foundation through this real-life example and family member perspective. As a reminder, our Peer Network events are not recorded. Come ready to… Read More

Strategic Lifespan Peer Network: Discussions with Boards and Senior Staff—A Dialogue with David La Piana

Posted on February 18, 2020 by David La Piana

Consultants are often brought to the table to help board and staff make critical decisions and to lend expertise as external voices in the process. Consultant David La Piana has worked with many spend down foundations about their own strategic decisions within the organization. Join David to hear experiences of foundations across the field and to learn about working closely… Read More

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