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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
Optimizing After-tax Outcomes for Taxable Portfolios

Within the field of high net worth portfolio management, the implications of tax costs can be significant for taxable portfolios. … Continued

Planning
Uniform Power of Attorney Act: When Did You Last Revisit This Estate Planning Tool?

Simply put, estate planning is the process of putting your affairs in order while alive and well in preparation for … Continued

Investments
Rebalancing: Why Does It Matter?

Portfolio rebalancing is likely among the most mundane components of investment management. Rebalancing will never be as exciting as selecting … Continued

Planning
Importance of Overall Tax Planning

The “Tax Cuts and Jobs Act of 2017” presents some of the most sweeping changes made to the Internal Revenue … Continued

Investments
Taking Different Paths: Summer 2018 Commentary

For the last year the real challenge of summarizing the previous quarter’s investment climate and sharing our thoughts regarding the … Continued

Planning
Charitable Giving: A Changing Landscape

Do you itemize or take the standard deduction?  Not an uncommon question around tax time.  If you have been itemizing … Continued

Investments
Optimizing After-tax Outcomes for Taxable Portfolios

Within the field of high net worth portfolio management, the implications of tax costs can be significant for taxable portfolios. … Continued

Planning
Uniform Power of Attorney Act: When Did You Last Revisit This Estate Planning Tool?

Simply put, estate planning is the process of putting your affairs in order while alive and well in preparation for … Continued

Investments
Rebalancing: Why Does It Matter?

Portfolio rebalancing is likely among the most mundane components of investment management. Rebalancing will never be as exciting as selecting … Continued

Planning
Importance of Overall Tax Planning

The “Tax Cuts and Jobs Act of 2017” presents some of the most sweeping changes made to the Internal Revenue … Continued

Investments
Taking Different Paths: Summer 2018 Commentary

For the last year the real challenge of summarizing the previous quarter’s investment climate and sharing our thoughts regarding the … Continued

Planning
Charitable Giving: A Changing Landscape

Do you itemize or take the standard deduction?  Not an uncommon question around tax time.  If you have been itemizing … Continued