战略寿命和有限的生活基础

关于this collection:This NCFP Content Collection is aimed at new donors considering what strategic lifespan will best work for their foundation, as well as existing foundations that have already set a closing date, or any family or board contemplating the question.

Sponsored By:Quixote Foundation

What is the most compelling argument for continuing your family foundation, or donor-advised fund, in perpetuity? What is the most compelling argument for raising annual payouts and setting a closing date? Whether to operate indefinitely or limit the lifespan of a foundation is among the most fundamental questions that foundations can ask—and a conversation every family or board should have. This NCFP Content Collection is aimed at new donors considering what strategic lifespan will best work for their foundation, as well as existing foundations that have already set a closing date, or any family or board contemplating the question. Know of other good resources to include here? Pleasesuggest a resource

For additional perspectives and case studies on ending long-term partnerships with grantees, see the Content Collection,Ending Well: Exits and Spend Downs

For additional stories of founders and donor couples who have embraced the “Giving While Living” approach to philanthropy, see the Content Collection,奉献时:捐助者和家庭的个人资料

Are you planning or considering the limiting the lifespan o your foundation and interested in learning alongside peers? Consider signing up for NCFP’s战略寿命同伴网络

Considering Payout and the Question of Perpetuity

平衡目的,支出和永久性

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确保观看相关网络研讨会的录制。与基金会理事会合作,国家慈善机构中心很高兴发布平衡目的,支出和永久性:战略指南。manbetx安卓版最新版下载我们应该花多少钱?这是基础的重要问题,也是…之一。

您的基础或捐赠计划应该持续多长时间?

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Many donors consider the time horizon of their philanthropy only after they have been giving for some years. Perhaps they created a private foundation thinking that endowing in perpetuity was not only the norm, but the only way to set things up.

A ‘Balancing Test’ for Foundation Spending

博客文章
Editor’s Note: This article, by Dimple Abichandani, executive director of General Service Foundation, was originally published by Stanford Social Innovation Review on February 10, 2020 with the headline: “A ‘Balancing Test’ for Foundation Spending.” One of the most important decisions a foundation makes is how much to spend each year. As …
Morning on the beach. Magical sunrise over sea

A Date Certain: Lessons from Limited Life Foundations

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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 …

基础案例研究

Legacy Report: The Robina Foundation

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Robina’s Legacy Report describes the lessons learned from the Robina experience and includes the Foundation’s “Guiding Principles” and a list of Robina’s grants.

贝尔登基金:最终影响评估

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在限时的寿命中,贝尔登基金试图通过对环境宣传和健康的重点投资最大化其影响。该基金采取了三种独特但相互关联的策略,以在其关心的问题上提高积极的变化:1)建立能力和影响力,2)支持公民参与,3)扩大支持的基础。…

The Irwin Sweeney Miller Foundation: A Study in Spend Down

Passages Issue Briefs
[Photo: The New Commons Mall in Columbus, Indiana, a centerpiece of the Irwin Sweeney Miller Foundation’s neighborhood revitilization project.] This is the story of the third generation members of the Miller family who chose to spend down the Irwin Sweeney Miller Foundation, with assets of approximately $25 million. Their story …

如何关闭基金会:Pottruck家庭体验

Article
With a tough economy comes tough decisions. That was true for the Pottruck Family Foundation board, which dissolved the foundation effective Jan. 30, 2009. As their assets shrank in the declining markets of 2008, the family decided that by shifting their philanthropy to a donor-advised fund, they could still direct grants without spending …

LIA基金:慈善事业冒险

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Randy Lia Weil made two highly unusual decisions about the $5 million she left to be donated after her death. The first was that she appointed 14 people she knew and trusted to select the organizations and individuals who would receive funding. Most of them were lifelong activists with decades of passionate …

NCFP网络研讨会和电信

2016年4月14日

Coming to a close: Lessons from two spend down family foundations

如果您的基金会决定在定义的一段时间内花钱并停止操作,那么该过程会是什么样?这是一个问题,更多的家庭基金会董事会面临着,因为企业家以开展业务的方式追求慈善事业 - 考虑到退出计划。该网络研讨会将…
November 14, 2013

紧迫性的力量:花费和有限的生活基础的选择

This webinar features the stories of the Eckerd Family Foundation, which was established as a limited life foundation from the outset, and the Irwin Sweeney Miller Foundation, whose board of third generation Miller family members made the decision to spend down the foundation more than 50 years after its founding. The …
November 10, 2010

奉献时

The National Center on Family Philanthropy and The Chronicle of Philanthropy presented a teleconference on “Giving While Living” with Gara LaMarche, President and CEO, The Atlantic Philanthropies, and Lenore Hanisch, co-executive director and board and family member of the Quixote Foundation. The number of limited life foundations is increasing. Donors …
2008年12月13日

Perpetuity is a Long Time

Most foundations are created in perpetuity, but a growing number are planning to sunset, most for family or program reasons. Some foundations feel strongly that they best serve society by continuing their work over the long haul. Some simply avoid discussing the issue. Richard Moore, President of the Weaver Foundation, …

Additional Voices and Perspectives

有限的生活基础:管理人员过渡的教训

博客文章
As the CEO of a family foundation with a defined end date, I am frequently asked how we retain and motivate staff when everyone on the team knows their job will end in the not-too-distant future. As a leader, this is a tremendously interesting situation to manage. It takes careful …

拖延:劳里·达克斯(Laurie Dachs)回答家庭慈善事业的问题

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全国家庭慈善事业中心(NCFP)的总裁兼首席执行官尼克·泰德斯科(Nick Tedesco)与乔纳森·彼得森(Jonathan Petersson)(NCFP)的乔纳森·彼得森(Nick Tedesco)与劳伦·B·劳伦·B(Lauriemanbetx安卓版最新版下载 B.(Laurie)Dachs)进行了交谈。基金会,关于支出所有资产。基金会建立了…

When it Comes to Perpetuity, Find Your Own Path

Article
Foundations’ decisions about their lifespan should not be guided by concerns about doing it right or doing it wrong; their decisions should be guided by the unique circumstances and vision of each foundation.

Can Structure Set You Free?

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您的基金会是否致力于永久运营,或者您正在考虑建立战略寿命,是否定义了基金会活动的参数限制或解放您?

Four Scary Things About Spending Everything

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Exactly two months from now, Quixote Foundation will have spent its whole endowment other than a few funds needed to wrap up operations. Parts of this process have been pretty scary. Here are four fears we’ve faced and the reasons we’re still stoked, not spooked, about spending everything.

Considering the Choice to Spend Down is Good for Philanthropy

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在20世纪的大部分时间里,美国绝大多数基金会都是基于他们将永远从事业务的想法。但是,随着新一代的家庭慈善家接管 - 越来越多的人认为他们宁愿在设定的时期授予自己的资产……

NOYCE基金会:动手慈善事业的十个核心原则

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The Noyce Foundation was established in 1990 by the family of the late Dr. Robert N. Noyce, co-founder of Fairchild Semiconductor and Intel, and co-inventor of the integrated circuit, better known as the microchip. Over its lifetime, their approach to grant making evolved reflecting what the trustees have learned from their …

Lessons from the Orfalea Foundation Sunset

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The foundation started quite traditionally with reactive grants in our local community. About halfway through our journey we shifted to proactive initiatives to tackle issues with a focus on systemic change. This resulted in several complex, multi-year initiatives built with sustainable tactics and planned exits.

序言很快而不是较晚:1957- 2008年

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In 2009, following five decades of Foundation growth and impact, the Board of Directors for this family philanthropy chose to spend down all assets. In the words of its founder, this decision reflected a commitment to finding lasting solutions to California’s critical challenges “sooner rather than later.” The spend-down horizon …

Sooner Rather Than Later, Chapter 1: 2009-2013

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In 2009, following five decades of Foundation growth and impact, the Board of Directors for this family philanthropy chose to spend down all assets. In the words of its founder, this decision reflected a commitment to finding lasting solutions to California’s critical challenges “sooner rather than later.” The spend-down horizon …

Sooner Rather Than Later, Chapter 2: 2014-2017

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In 2009, following five decades of Foundation growth and impact, the Board of Directors for this family philanthropy chose to spend down all assets. In the words of its founder, this decision reflected a commitment to finding lasting solutions to California’s critical challenges “sooner rather than later.” The spend-down horizon …

Sooner Rather Than Later, Chapter 3: 2018-2020

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In 2009, following five decades of Foundation growth and impact, the Board of Directors for this family philanthropy chose to spend down all assets. In the words of its founder, this decision reflected a commitment to finding lasting solutions to California’s critical challenges “sooner rather than later.” The spend-down horizon …

210 Goodbyes: Lessons From Ending Grantee Relationships

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顾问露丝·诺里斯(Ruth Norris)提供了从210多个出口的经验中获得的见解和实用细节。这篇文章将她的思考与对受赠人报告的数据分析以及与受赠人和同事资助者的对话的分析相结合。

Research and Trends

Strategic Time Horizons in Philanthropy

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Strategic time horizons are increasingly becoming the subject of thoughtful discussions within philanthropic organizations, causing a shift away from in-perpetuity models as the default approach.

Limited Life Foundations: Motivations, experiences, and strategies

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我开始为了做我苍白的基础ted. . . . Twenty-five years after I’m gone, the foundation will terminate.” The donor who said this describes himself as “not super-conventional.” His decision to limit his foundation’s life is indeed an unconventional one. Most foundations are established in perpetuity, …

Perpetuity or limited lifespan: How do family foundations decide?

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In recent years, foundation donors and leaders have engaged in an increasing number of conversations on the phenomenon of foundation “spenddown,”or limited lifespan. These discussions have been spurred by the heightened visibility of individual philanthropists who have announced their intention to limit their foundation’s lifespan and by the …

关于日落的陈述

越来越多的捐助者和基金会董事会分享声明,阐明了他们的支出原因和目标。这是我们的一些最爱:

John Merck Fund: Why We’re Closing

The Fierce Urgency of Now: The Compton Foundation

惠特曼学院:我们的支出

Beldon Fund: Why Spend Out

为什么Raikes基金会不是永久的慈善事业

The Brainerd Foundation Will Sunset in 2020

爱德华·w·海森基金会:5年花下来的计划

Stupski基础:为什么花了?因为改变Can’t Wait

爱德华·温亨基金会(Edward W. Hazen Foundation):我们将全力以赴!

Edna McConnell Clark Foundation: EMCF’s Next Chapter

Pascale Sykes Foundation:计划如何关闭我们基金会的门是正确的商业模式(三部分系列)