Three Introductory Resources on Perpetual Purpose Trusts
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A joint project of UTA professor Mark Hand and students at UTA & SMU, the Research Cluster on Employee Ownership + Workplace Democracy is dedicated to sharing and discussing new developments in purpose trusts, employee ownership, and workplace democracy.
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Three Introductory Resources on Perpetual Purpose Trusts
Perpetual purpose trusts, in plain(ish) English
In a 2019 article for RSF Social Finance, Virginia Gewin asks Can Mission-Driven Food Companies Scale Up Without Selling Out?
Berrett-Koehler published their 2020 Series B fundraising pitch deck, which includes a two-page, investor-focused summary of their perpetual purpose trust ownership, which they describe as “multi-stakeholder steward ownership.”
In 2021 Christina Sjahli, a Toronto-based small business finance consultant, hosted Alternative Ownership Advisors’ Natalie Reitman-White on her 2021 podcast, which she also summarizes in Understanding the Perpetual Purpose Trust Model.