Trusts & Estates

by Bernstein Wealth Management Research Reports

A foundation represents a powerful commitment to do charitable good. Our research provides guidance -
For potential donors on:

1. Comparing the benefits of a foundation with those of other charitable alternatives, and
2. Establishing a family philanthropic legacy without compromising personal lifestyle

For directors and trustees on:

1. Identifying asset-allocation and gifting policies that best match charitable objectives,
2. Determining whether "perpetuity" is a realistic goal, and
3. Managing the trade-offs among asset growth and the amount and stability of distributions

Learn more about the issues associated with establishing, continuing and managing a foundation by downloading this document.