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Family Philanthropy Webinar: Financial Stewardship in Troubled Times: Managing Endowments and Spending Policies

Family Philanthropy Webinar: Financial Stewardship in Troubled Times: Managing Endowments and Spending Policies

When: 
Wednesday, April 29, 2020 -
2:00pm to 3:00pm EDT
Where: 
Webinar
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The economic downturn that has resulted from COVID-19 has many funders worried about the state of their endowments and long-term philanthropic investments. How can donors and foundations balance the desire to meet the increased need of grantees in the near term with the reality of shrinking assets? In this webinar, we’ll discuss questions related to foundation financial health, such as:

  • How can funders frame discussions about maintaining or expanding levels of giving while endowments and investments are struggling?
  • How do families think about legacy and multiple generations of engagement while also giving away a shrinking endowment?
  • What investment strategies are available for philanthropies to handle economic downturns and recessions, and what are ways to plan and prepare for the next inevitable financial upheaval?
  • How should families be thinking about their long-term spending policies and grant budgets?
  • How can trustees be engaged and support active responses?

Featured Speakers:
Dimple Abichandani, Executive Director, General Services Foundation
Christopher Blume, Chief Investment Officer, Portfolio Management Group

Cost: Free for CNJG Members

This program is a CNJG membership benefit for family foundation members, including staff and trustees, in partnership with the National Center for Family Philanthropy. 

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