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Investing Charitable Funds

Charitable funds, foundations and endowments have unique investment constraints since they are often called upon to produce a healthy current distribution and can exist in perpetuity. Altavista works closely with families, trustees and investment committees to achieve the funds’ investment goals.

Recent Posts
Investments
This Could Be the End of Something Big!

Steve Allen, initial host of the Tonight Show, composed the show’s first theme song, “This Could Be the Start of … Continued

Planning
2020 Year End Planning

Year-end planning is an important part of investment management.  With a full year’s worth of information on hand, we can … Continued

Featured
You Audit Know…

The Office of Compliance Inspections and Examinations (OCIE) is the division of the U.S. Securities and Exchange Commission (SEC) responsible … Continued

Investments
Over the Top?

In September the S&P 500 clocked a monthly loss of 3.85%.  The tech sector during that same period was down … Continued

Planning
CARES ACT 2020 Year End Planning Considerations

The CARES Act was signed into law on March 27, 2020 in response to the economic carnage resulting from much … Continued

Insights
Cash (Flow) is King

When it comes to evaluating investment opportunities, cash reigns.  Maybe not literally in the sense of a monarch, but something … Continued

Investments
This Could Be the End of Something Big!

Steve Allen, initial host of the Tonight Show, composed the show’s first theme song, “This Could Be the Start of … Continued

Planning
2020 Year End Planning

Year-end planning is an important part of investment management.  With a full year’s worth of information on hand, we can … Continued

Featured
You Audit Know…

The Office of Compliance Inspections and Examinations (OCIE) is the division of the U.S. Securities and Exchange Commission (SEC) responsible … Continued

Investments
Over the Top?

In September the S&P 500 clocked a monthly loss of 3.85%.  The tech sector during that same period was down … Continued

Planning
CARES ACT 2020 Year End Planning Considerations

The CARES Act was signed into law on March 27, 2020 in response to the economic carnage resulting from much … Continued

Insights
Cash (Flow) is King

When it comes to evaluating investment opportunities, cash reigns.  Maybe not literally in the sense of a monarch, but something … Continued