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Buffett Donates $1.14 Billion in Berkshire Hathaway Shares to Charities

November 25, 2024

Warren Buffett Donates $1.14 Billion in Berkshire Hathaway Shares to Family Foundations

 

Warren Buffett, the 94-year-old billionaire investor and chairman of Berkshire Hathaway Inc., has made another significant philanthropic move, donating approximately $1.14 billion in Berkshire Hathaway shares to four family foundations. This donation is part of Buffett’s long-standing commitment to give away the majority of his fortune during his lifetime or upon his death.

 

Details of the Donation

According to a statement released by the Omaha, Nebraska-based conglomerate on Monday, Buffett will convert 1,600 Berkshire Class A shares into 2.4 million Class B shares. Of these, he will allocate:

  • 1.5 million shares to the Susan Thompson Buffett Foundation, named after his late wife.
  • 300,000 shares each to his three children’s foundations: the Sherwood Foundation, the Howard G. Buffett Foundation, and the NoVo Foundation.

This latest donation continues a pattern of large-scale giving initiated by Buffett in 2006 when he began distributing shares of Berkshire Hathaway to charitable organizations, including the Bill & Melinda Gates Foundation and family-linked foundations.

 

The Giving Pledge and Buffett’s Commitment

In 2010, Buffett co-founded the Giving Pledge alongside Bill Gates and Melinda French Gates, encouraging billionaires to commit to giving away most of their wealth. Since then, Buffett has made annual contributions to multiple foundations, steadily reducing his holdings in Berkshire Hathaway.

 

Earlier this year, Buffett announced that the Bill & Melinda Gates Foundation would not receive any further donations after his passing. Instead, a new charitable trust overseen by his daughter and two sons would manage future contributions. As part of this transition, Buffett pledged 13 million Berkshire Class B shares to the family foundations and the Gates Foundation in June.

 

In his statement, Buffett highlighted the growth and maturity of his children in their philanthropic efforts:
“Susie and I had long encouraged our children in small philanthropic activities and had been pleased with their enthusiasm, diligence, and results. However, at the time of her death, they were not ready to handle the staggering wealth Berkshire shares had generated. Over time, their activities have dramatically expanded thanks to my 2006 lifetime pledge and subsequent expansions.”

 

Planning for the Future

Buffett also revealed plans for the continuation of his philanthropic work beyond his children’s involvement. He has appointed three successor trustees to manage the allocation of his wealth after the deaths of his children. These trustees, whose identities remain undisclosed, are described as “well-known to” and “somewhat younger than” his children.

 

He explained his rationale:
“The massive wealth I’ve collected may take longer to deploy than my children live. Tomorrow’s decisions will likely be better made by three live, well-directed brains than by a dead hand. I hope Susie, Howie, and Peter themselves disburse all of my assets, but the successors are ready if needed.”

 

Impact on Buffett’s Holdings

With this latest donation, Buffett’s stake in Berkshire Hathaway’s Class A shares has dropped to 206,363, representing a nearly 57% reduction since his initial 2006 pledge. Despite this, Buffett’s net worth remains substantial at $150.2 billion, positioning him as the seventh-richest person in the world, according to the Bloomberg Billionaires Index.

 

A Legacy of Generosity

Buffett’s consistent philanthropic contributions showcase his commitment to redistributing his vast wealth for the betterment of society. His approach to thoughtful and strategic giving ensures that his legacy will endure, with billions of dollars continuing to support charitable causes for years to come.