In the ongoing search for outsize returns and downside protection, interest in alternative investments is continuing to grow. Non-traditional assets can play a key role in funding a long-term philanthropic mission when used through private foundations, as they have the flexibility to accept a wide range of asset types including private equity, hedge funds, public partnerships, cryptocurrency, digital assets and real assets. This means that donors don’t have to compromise on their investment strategy, as long as they’re not placing the charitable assets at undue risk. And because foundations are designed to exist in perpetuity, they can take advantage of illiquid and other investments with longer time horizons. But unique assets can come with unique challenges. Join this session to hear our panel of experts discuss the investment, legal and tax considerations of strategically incorporating alternative investments into a foundation’s portfolio.
Foundation Source does not give tax, legal, or investment advice. You should consult with your attorney, tax advisor, and/or financial advisor regarding your specific situation.