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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

Private Foundation Management Graph Private Foundation Management Graph

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 deducttax 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

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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.