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Private Foundations

A private foundation offers you the opportunity to designate funding to the charity or charities of your choice. UMB’s professional management offers investment oversight, foundation administration and tax documentation.

With a private foundation, you can:

  • Designate the purpose of your foundation
  • Select the charities you want to assist
  • Provide a training ground for your heirs by involving them in the decision-making process
  • Receive assistance in maximizing your donations and selecting the beneficiaries
  • Realize potential significant tax benefits (Please consult your tax advisor.)

For more information, please contact us via phone or email.