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Investment Challenges For Private Foundations

Private non-operating foundations in recent years have faced increasing governmental scrutiny of their compliance with the Internal Revenue Code1 and evolving prudent investor standards as well as inconsistent equity market returns and low returns from fixed income. Some investment advisors expect that in the next few years returns on traditional investments will be in the low-to-middle single digits.

Private non-operating foundations in recent years have faced increasing governmental scrutiny of their compliance with the Internal Revenue Code1 and evolving prudent investor standards — as well as inconsistent equity market returns and low returns from fixed income.

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