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On-Demand Webinar: Achieving Financial and Personal Objectives with a Private Foundation

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Private foundations are ideal vehicles for achieving charitable goals. But successful families know that private foundations can also be instrumental for realizing financial and personal objectives.

In this on-demand webinar, Eaton Vance Vice President of Wealth Strategies Simone Devenny and Foundation Source Senior Managing Director Josh Stamer talk about leveraging the comprehensive advantages of a private foundation.

Topics in this presentation cover include:

  • Timing: Why “giving while living” could be more advantageous than a testamentary bequest.
  • Risk mitigation: How concentrated and appreciated investment positions can reduce risk for your family and your favorite charitable organizations.
  • Vehicle synergies: Combining a private foundation with donor-advised funds, pooled income funds, and charitable lead/charitable remainder trusts.
  • Donations of specialty assets: real estate, tangible property, and private equity
  • Program-related investments: Opportunities for aligning investments and philanthropic intent.

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