Philanthropic Services: How We Work Together

Serving Donors and Not-for-Profit Organizations

Serving Donors and Not-for-Profit Organizations

Bernstein has worked with donors and not-for-profit organizations for decades. We provide them with investment services in all major asset classes, dynamic risk control, and transparent reporting, and we help them plan to achieve their unique goals.

Wealthy individuals and families. Many Bernstein clients are driven to serve the community. While this desire is heartfelt, achieving their goals is often complex. With the support of a team of about a dozen philanthropy specialists, our Advisors help these clients to assess their philanthropic capacity: how much they can donate to the causes they support, now and in the future, given their personal spending needs, risk tolerance, tax circumstances, and family wealth transfer goals.

Then we help them maximize the impact of their gifts by identifying the right strategy for them, such as a private foundation, donor-advised fund, IRA charitable rollover, charitable trust, cash or direct gift of appreciated assets, or bequest.

Not-for-profit organizations face stiff challenges today: low expected capital market returns with higher volatility; exacting fiduciary standards; and, often, a strong desire to align their investments with environmental, social, and governance (ESG) standards.

We now manage more than $8 billion in assets for not-for-profits. An early signatory to the UN-sponsored Principles for Responsible Investment, we factor ESG concerns into research and portfolio decisions.

With the support of our philanthropy specialists, our Advisors also help trustees to make informed asset-allocation decisions and to identify their sustainable spending rates and fund-raising needs, given their return goals, risk tolerance, and fiduciary responsibilities. We also work with development officers to engage donors in philanthropic planning and analysis.

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CORPORATE RESPONSIBILITY

CORPORATE RESPONSIBILITY

AB has a long history of serving its stakeholders responsibly. An enduring commitment to these principles allows us to attract and develop the right talent to help keep our clients AHEAD OF TOMORROW®

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INVESTING RESPONSIBLY

INVESTING RESPONSIBLY

At AB, we’ve embraced responsible investing in spirit and in practice. We’ve marshaled our global resources to advance its goals and made it a key facet of our investment process and who we are as a firm.

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