Asset Allocation
Easier Said Than Done: Shifting Private Foundation Assets to Offset Proposed Tax Could Prove Difficult
Liquidity needs and potential spend-downs make alternative investments a tricky tax-hike solution.
Tag: private foundation
Regulation
Private Foundation Tax Could Change Charitable Giving
Affected institutions could look to offset the tax by chasing higher yields or to avoid the tax completely by using donor-advised funds.
Asset Management Culture
Women, Minorities Manage Just 13% of Charitable Assets, Study Finds
That share of the pie gets even smaller—to 3%—when more stringent definitions of ‘diversity’ are applied.