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. Learn More and Register Here.

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

Speakers:

• Tony Prosclo, Consultant
• Barbara Kibbe, Director of Organizational Effectiveness, S.D. Bechtel, Jr. Foundation
• Lois Mitchell, Philanthropic Consultant, Former President – Orfalea Foundation
• Christopher Oechsli, President & CEO, The Atlantic Philanthropies

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 katherine@ncfp.org.