Data

Employee Ownership Trusts and Perpetual Purpose Trusts

In 2022, we worked with a team to put together the first database of purpose trusts in the US. We wanted that work to be perpetually public, so we published it on the Harvard Dataverse. Our partners in that work are:

ImpactAlpha wrote a story including that database, and you can access that data here. If you have additions or edits, please email us!

Purpose Trust Service Providers

In 2023, we gathered a Purpose Trust Working Group to publish a database of service providers to purpose trusts—lawyers, investors, CPAs, consultants, etc. Our partners in that work are:

ImpactAlpha wrote an article including that database, and you can access that data here. If you have additions or edits, please email us!