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Creating a private foundation or an endowment allows you to create a legacy within your community, while fulfilling your charitable intentions. The structure of a private foundation allows you to decide the amount of your grant, when you will distribute the grant and which charities will benefit. With Northwestern Mutual Wealth Management Company® as trustee, you gain access to professional money management and tax preparation. Northwestern Mutual Wealth Management Company® possesses the specialized management skills required to handle the unique investment needs of private or public charitable foundations and endowments, including: - Trusteeship or investment management.
- Sophisticated performance reporting.
- Special tax reporting.
- Trust accounting.
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Advisory services are offered through Northwestern Mutual Wealth Management CompanyŽ. See the disclosures for complete information. |
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