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Helping religious charitable trusts optimize returnsJanak Shah, Sapient Wealth, Pune

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Key Take-Aways
  • The challenge for the charitable trust -- as much as it wants to increase its income to be able to fund more programs for society, it is also very cautious with the money it owns.

  • Even a small increase of 100-200 basis points means an increase of 10-15% income for the trusts.

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