How it works
- Define the term and beneficiaries. Choose the payout structure and number of years. Start a conversation at [email protected].
- Fund the trust. Transfer assets; the trustee invests per your strategy.
- Support impact now. The foundation receives payments during the trust term to fund programs and education.
- Remainder to heirs. At the end of the term, remaining assets pass to your beneficiaries.
Information only. The Alexander Foundation does not provide tax or legal advice. Please consult your advisor.