Mythbusters
Myth: Any investment loss is a jeopardizing investment.
A family office or private foundation claim examined in plain English.
The rule focuses on prudence when the investment is made and the foundation’s charitable needs; a later loss alone does not decide the issue.
The claim
Any investment loss is a jeopardizing investment.
The reality
The rule focuses on prudence when the investment is made and the foundation’s charitable needs; a later loss alone does not decide the issue.
Sources and research trail
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