Thanks to the donors and foundation executives, quoted in this paper, who generously shared their time and expertise.

Thanks to CJ Callen (Executive Director, Changemakers), Yves Etheart (Communications Associate, New York Regional Association of Grantmakers), Diane Feeney (President, French American Charitable Trust), Lenore Hanisch (Executive Director, Quixote Foundation), Colin Lacon (President & CEO, Northern California Grantmakers), Anita Nager (Director of Programs, Beldon Fund), William Roberts (President and Executive Director, Beldon Fund), and Michael Seltzer (Board member, Forum of Regional Associations of Grantmakers; Trustee, EMpower; Foundation Advisor) for their guidance and oversight.

Thanks to Michael Blake, Vice President of Finance of the Evelyn and Walter Haas, Jr. Fund, for financial expertise.

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  Resources

• Executive Summary
• Full Report
• Order Print Copies

  Report Contents

• Introduction
• Focus: The Whitaker Foundation and the Helen F. Whitaker Fund
• The Learning Curve: The Beldon Fund
• Retooling for Spend Down: The Atlantic Philanthropies
• Giving While Living: The Richard and Rhoda Goldman Fund and the Lewis B. and Dorothy Cullman Foundation
• Quick Spend Down: The Haigh-Scatena Foundation
• Raising the Payout: Evelyn and Walter Haas, Jr. Fund
• Giving 5.5%: The Lynde and Harry Bradley Foundation
• More than Investment Returns: The Needmor Fund
• Ramping Up: The HKH Foundation
• Using All the Models: Endswell Foundation / Renewal Partners
• A Different Strategy: Omidyar Network
• Conclusion
• Selected Bibliography
• Resources
• List of Profiled Foundations
• Acknowledgements

  Upcoming Events

• November 29
  10am - Noon
  NCG Family Philanthropy Exchange and the Stanford Center on Philanthropy and Civil Society are hosting a discussion of Beyond Five Percent: The New Foundation Pay out Menu. This funders only event is free for members.
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  Supporters of
  “Beyond 5%”

• Beldon Fund
• French American Charitable Trust (FACT)
• Quixote Foundation

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