Retreat on Philanthropic Spend Down

Oct142020
When: 
Wednesday, October 14, 2020 to Thursday, October 15, 2020
Where: 
Silicon Valley Community Foundation
2440 West El Camino Real, Suite 300 Mountain View, California 94040
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Hosted by National Center for Family Philanthropy and sponsored by the S. D. Bechtel, Jr. Foundation, 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.

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

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 spring retreat (April 27-28 | Tarrytown, NY), click here. If you have additional questions about the retreat, please contact Katherine Scott at [email protected].

Locations

October 14: Silicon Valley Community Foundation
2440 West El Camino Real, Suite 300
Mountain View, California 94040

October 15: Taaffe House
26580 Taaffe Road
Los Altos Hills, California