Trustees are a vital component of reinsurance, and choosing the right one can be the difference between a smooth experience and a sticky one. The true cost of a trust is defined by more than the dollars, and the time you spend as a grantor or a beneficiary of a reinsurance trust must also be
Having a trustee or a bank hold title has become common in most asset classes. This change presents an opportunity for trustees and banks still willing to hold title. Structures have moved back to trustees taking title to the assets, particularly in mortgages, student loans, consumer loans, and in limited cases, auto loans. There has
An analysis of fundraising, endowment management, and governance/disclosure practices of religious foundations. We examine religious giving trends and the increased use of standalone fundraising foundations. The report provides a focus on Catholic diocese foundations. We share insights on the benefits and costs of using a separate foundation. Giving USA published its charitable results for the
