Perpetuity, lifespan, and spend down

Exit Strategies: The Foundation Review

Posted on May 20, 2019 by The Foundation Review

To examine an array of critical topics for those considering or conducting exits, The Foundation Review devoted an issue to the subject. This peer-reviewed journal includes a collection of articles that can inform effective program conclusions… Read More

Strategic Lifespan Peer Network: Built for the Long Haul

Posted on March 6, 2019 by Barbara Kibbe, Lois Mitchell

Built for the Long Haul: Equipping Grantees to Succeed When Your Funding Stops Remote Learning: A Discussion Held Via Video Chat & Phone Navigating a spend-down foundation can be challenging. We heard from the peer network that 70% of you were working on the strategy of sustaining grantees & collaborations with investments in capacity. Gather together to discuss strategies to… Read More

Strategic Lifespan Peer Network: The Final Chapter

Posted on January 28, 2019 by Barbara Kibbe, Lois Mitchell

The Final Chapter: Planning for a Smooth Conclusion Remote Learning: A Discussion Held Via Video Chat & Phone Spending up or leaving a legacy? As your foundation plans for your strategic and limited lifespan, do you plan to support organizations with legacy grants or an endowment for specific causes your family or fund may have founded? How do you honor… Read More

NCFP’s Strategic Lifespan Peer Network Series

Posted on October 18, 2018 by Lois Mitchell

NCFP’s benchmark Trends in Family Philanthropy study found that 20% of the youngest family foundations have decided to operate with a limited lifespan, and more than 60% of all foundations are considering or have decided upon this option. Have you made this decision? Are you thinking about the implications and strategies for limiting the lifespan of your foundation?  Join this… Read More

Thrive at Five: The Secrets of Long-Term Family Philanthropy

Posted on March 26, 2018 by Elaine Gast Fawcett

If you are a newer family foundation with one or two generations on the board, five generations may seem like a long time away. Yet in family philanthropy, quite a few foundations have been operating and thriving for 50, 75, even 100 years. What’s the secret of these family philanthropies that make it five generations or more? How do they… Read More

A Date Certain: Lessons from Limited Life Foundations

Posted on March 1, 2017 by Center for Effective Philanthropy

Morning on the beach. Magical sunrise over sea
To learn more about limited life foundations’ decisions to spend down — and the ways in which they grapple with several important issues along their journey to pursuing their goals in a finite period of time — the Center for Effective Philanthropy conducted in-depth interviews with leaders of 11 limited life foundations. Resulting from these interviews, this report illustrates the ways in which limited life foundations approach spending down in nine key areas, including archiving knowledge… Read More

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