Gearing Up to Spend Down: A Foundation in the Midst of Paradigm Shifts: Year Two Report on the Concluding Years of The AVI CHAI Foundation

By Joel Fleishman

Avi Chai Foundation, Duke Sanford School of Public Policy, February 2011

The Avi Chai Foundation is in the process of spending down its assets with the intent of closing the foundation. As such, the Avi Chai Trustees have initiated a series of reports as a service to the entire foundation and nonprofit community. It grew out of Avi Chai’s desire to learn what the “best practices” in spending-down are, based on the experience other foundations have had in sunsetting themselves. In order to confer the widest benefit on the community of foundations contemplating or actually engaging in sunsetting, the Avi Chai Trustees decided to make the reports available to the public. In this second report, Fleishman examines the changes brought about by the board’s determination to begin governing the institution less from the perspective of individual grants and more with an eye to the sustainability of its overall fields of interests, the likelihood of future funding for these fields, the durability of their leading organizations, and the odds that future philanthropists would see opportunity in, and derive inspiration from, the work that AVI CHAI had set in motion.

The first report can be read here.

Topic: Organizational Development, Philanthropy and Fundraising, Development, Allocations, Foundations, Fundraising and Philanthropy, Governance, Jewish Literacy

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Genre: Report

Coverage: Former Soviet Union (FSU) , Israel , North America , United States

Language: English

Copyright Holder: Publisher

Copyright Information: Download for personal use, freely distribute link

Bibliographic Information:
Fleishman, Joel. Gearing Up to Spend Down: A Foundation in the Midst of Paradigm Shifts: Year Two Report on the Concluding Years of The AVI CHAI Foundation. Avi Chai Foundation,Duke Sanford School of Public Policy. February 2011: http://www.bjpa.org/Publications/details.cfm?PublicationID=8695


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