Private Foundation Management
01 / 09 / 2023
COMPREHENSIVE INVESTMENT
SUPPORT FOR YOUR FOUNDATION
Whether you wish to establish a new foundation or reduce the administrative burden of an existing one, our comprehensive investment solutions can help you realize your family’s mission
BENEFITS OF A PRIVATE
FOUNDATION
Establishing a private foundation can continue your family’s legacy through ongoing support of the causes and organizations you care about most. As one of the most dynamic charitable vehicle, a private foundation offers several other benefits as well.
FLEXIBILITY
Ability to accept
multiple types of
assets
TAX
Potential to deduct
tax gifts and appreciated securities
CAPITAL GAINS
Can eliminate capital tax on long-term appreciated securities
Consider the Charitable and
Tax Benefits of a Private Foundation
Investing for the Long-Term
Our portfolio management philosophy is designed to help secure your organization’s long-term mission. This includes capitalizing on longer-dated investment opportunities with attractive liquidity premiums.
Active Management of Allocation and Risk
Our dynamic approach to asset allocation is ideal for private foundations. Taking into account current marketing conditions, our ProActive strategy shifts between equity, fixed income, and cash to help ensure your portfolio’s risk and return profile is appropriately managed.