Trusts & Estates
Looking Beyond Perpetuity: Customizing a Private Foundation
by Bernstein Wealth Management Research Reports
A foundation represents a powerful commitment to do charitable good. Our research provides guidance -
For potential donors on:
- Comparing the benefits of a foundation with those of other charitable alternatives, and
- Establishing a family philanthropic legacy without compromising personal lifestyle
For directors and trustees on:
- Identifying asset-allocation and gifting policies that best match charitable objectives,
- Determining whether "perpetuity" is a realistic goal, and
- 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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