Personal & Family

Foundation & Endowment Advisory

Charitable giving works best when the investment strategy matches the mission. We advise private foundations, family foundations, endowments, and donor-advised fund holders on investment policy, spending strategy, and mission-aligned portfolio design — so the dollars you've set aside for impact have the opportunity to create it, year after year.

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Who We Help

  • Founders and trustees of private family foundations
  • Nonprofit boards overseeing endowments and reserves
  • Donors comparing a donor-advised fund (DAF) against opening a private foundation
  • Families considering a charitable remainder trust (CRT) or charitable lead trust (CLT)

Foundation & Endowment Services

  • Investment Policy Statement (IPS) drafting assistance and annual review
  • Spending policy design that seeks to protect long-term purchasing power (typical 4–5% rule analysis)
  • Asset allocation tailored to perpetual vs. spend-down time horizons
  • Mission-aligned, ESG, and impact investing options for organizations that want their investments to reflect their values
  • Compliance support around minimum distribution requirements for private foundations

Donor-Advised Fund vs. Private Foundation

  • DAFs offer simplicity, immediate tax deduction, and lower setup costs
  • Private foundations offer more control, the ability to hire family, and brand permanence
  • Many of our clients use both — a DAF for flexibility and a foundation for legacy
  • We model the total cost, tax treatment, and grant flexibility of each option for your specific situation

Frequently Asked Questions

How much does it take to start a private foundation?

There is no legal minimum, but the administrative and compliance costs usually only make sense above $500,000 to $1 million in initial funding. Below that, a DAF is typically more efficient.

What is a charitable remainder trust?

A CRT lets you donate appreciated assets, take an immediate tax deduction, receive lifetime income from the trust, and leave the remainder to charity. It's powerful for diversifying concentrated stock positions tax-efficiently.

Can our endowment invest with our values?

Yes. We build diversified, low-cost portfolios using ESG, faith-based, or impact-screened funds — without sacrificing diversification or paying needlessly high fees.

Ready to Talk?

Let's start the conversation.

Every plan begins with a complimentary, no-obligation conversation about your goals.

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My 360 Wealth Management Group, Global Retirement Partners and LPL Financial do not provide tax or legal advice. Please consult your tax advisor or attorney for guidance specific to your situation.

LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.

Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective.

Investing in ETFs involves risk, including possible loss of principal, as well as risks related to diversification, trading interruptions, and tracking accuracy. Their market value will fluctuate and may trade above or below their net asset value (NAV), and upon redemption, ETF shares may be worth more or less than their original cost.

Investing involves risk, including possible loss of principal. There is no guarantee that the views or strategies discussed will be suitable for all investors, achieve desired results, or protect against loss. Investors should consult a financial professional to determine what may be appropriate for their situation.