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Many of our readers and clients are involved with various forms of endowments – their own Donor Advised Fund or Foundation, or charitable advisory boards they sit on. Families with wealth in excess of what they expect to spend in their lifetimes may also think of that surplus as an endowment to benefit future generations. Even for those with no connection to endowments, there are valuable lessons to be learned from the question of how one should invest and spend their resources when freed from the complications of taxes and human longevity.

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