Getting Your Foundation’s Spending Policy & Asset Allocation Right

Today’s volatile market environment changes how foundations are thinking about spending policy and asset allocation. Come hear leading colleague, both foundation staff and trustee, in the field about their forecast of the market for the next few years and how this has lead to their respective foundation’s spending policy and investment of assets.

Designed for trustees and financial staff at foundations, this session will be broken into two parts. The first examines the benefits and trade-offs of fixed, smoothed and stable spending and the appropriate corresponding asset allocations. In the second half of the session, participants will be engaged in an open discussion and encouraged to bring their investment and spending policies to share with the group.

Explore

• Colleagues’ forecast of the market in the coming years
• Practical strategies to apply to investment and spending policy framework
• How this increases a foundation’s capacity to fulfill its mission and purpose, also creating greater long-term impact

This is a Philanthropy New York Special Event.
 

This program is "Partially Open."

Presenters

• Julie Floch (Moderator), Director of Not-For-Profit Services , Eisner Amper
• Chuck Hamilton, Director of Philanthropic Advisory, Bessemer Trust
• Lofton Holder, Trustee Edwin Gould Foundation; Co-Founding Partner, Pine Street Alternative Asset Management LLC
• Leisle Lin, Senior Vice President, Finance and Operations, Alfred P. Sloan Foundation

Designed for

All interested funders.

8:45 - 9:00 AM     Check-in & Coffee
9:00 - 11:00 AM    Program

Registration

Registration is required by March 8th.

Members: To register yourself and/or a colleague at your organization, please click on the link above (visible through March 8th).

Non-members: Please email register@philanthropynewyork.org.  A staff member will contact you regarding payment for a $150 fee.

Please email register@philanthropynewyork.org with any questions.