Balancing Purpose, Payout, and Permanence: Strategy Guide

Balancing Purpose, Payout, and Permanence: Strategy Guide Cover

This strategy guide, developed in partnership with the National Center for Family Philanthropy, invites you to reflect more deeply on how your foundation chooses to balance the four factors of Purpose, Conditions & Trends, Time Horizon, and Assets for Mission, especially in times of greater crisis or opportunity. It leaves the final decision to you, without judgement for your payout amount, lifespan, or mission. To aid you in the journey into the soul of your philanthropic assets, you will find guidance on:

  • Strengthening the stewardship and governance of your portfolio
  • Challenging assumptions about perpetuity and payout
  • Understanding the spectrum of choices foundations use to balance purpose, conditions and trends, permanence, and spending
  • Leading more intentional board conversations
  • Resources for improved investment stewardship
  • Thinking outside the box on spending and time horizons

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