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With tax season approaching, we asked our legal experts to take a fresh look at our guide to tax strategies for private foundations. From 2024 estate tax rates to mastering the Form 990-PF, this suite of specialized insights is designed to help philanthropists and their advisors maximize the tax benefits of their charitable plans.

Check out the full 2024 Guide to Tax Strategies>>.

Inside The Guide…

Short on Time? Start with Our Infographic

4 Tax Benefits of a Private Foundation
For HNW individuals who have a strong charitable interest, private foundations offer an opportunity to save in taxes while creating a lasting philanthropic legacy.

Want to Take a Deeper Dive? Check Out These Resources

Tax Benefits of a Private Foundation
Foundations offer four attractive benefits to donors that can mitigate income, capital gains and estate taxes.

Advanced Tax Strategies for Private Foundations
Six sophisticated strategies for private foundations to reduce tax liability and preserve the value of their endowments.

Unrelated Business Taxable Income (UBTI) for Private Foundations
Learn more about the implications of generating excess UBTI from activities, investments or assets in a foundation.

The Conduit Election
This annual election offers two key tax advantages for contributions – higher AGI caps and an FMV deduction for certain appreciated assets.

Want to Master the 990-PF? Start Here…

The 990-PF: How to Reap Savings and Avoid Pitfalls
We’ve reviewed and prepared thousands of private foundation tax returns – here’s what we’ve learned.

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For more advanced tax strategies of a private foundation, check out this white paper.

Questions in the meantime?
We’re always happy to talk about your giving goals! Contact us or call us 800-839-0054. Together, let’s #begiving.

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