Bernstein Report - Looking Beyond Perpetuity: Customizing a Private Foundation

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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.

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