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Private Foundation Services

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A private foundation is created as an independent organization and funded by a donor to facilitate their family’s contributions to charity and achieve one or more of their family’s charitable objectives.  Whether established during a donor’s lifetime or at death, a private foundation allows a family to maintain control over the assets gifted to a charity and the activities of the charity. 

How They Work

  • A private foundation can be structured as either a corporation or a trust. 
  • The Donor irrevocably contributes cash, securities, personal property, or tangible personal property to the foundation.
  • The foundation is required to distribute 5% of the value of its assets annually to the charity.

Bremer can provide investment management solutions tailored to a private foundation’s investment policy statement. We can partner with firms that specialize in providing administration and compliance services for private foundations to provide comprehensive services. Click here for more information.