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Home/Our Services/Establishing & Managing Endowments
The firm helps establish and develop endowments by setting out the work of the board of trustees under the governing regulations, and by defining the endowment’s disbursements in a way that serves the founder’s intent and keeps the endowment running exactly as the founder wished.
What that means in practice
Preparing the endowment deed and its conditions under the regulations governing endowments, preserving and documenting the founder’s intent.
Setting out the powers, responsibilities and working method of the board of trustees, so the endowment’s assets are managed in a disciplined way.
Defining the endowment’s disbursements in line with the founder’s intent, and putting in place what keeps the endowment running exactly as intended.
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