Getting Your Foundation’s Spending Policy & Asset Allocation Right

Tuesday, March 12, 2013 -
8:45am to 11:00am EDT
Philanthropy New York, 79 Fifth Ave., 4th floor, NYC
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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.


  • 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."



Designed for

All interested funders.