Private foundations receive certain tax incentives to encourage philanthropic giving and to support the important work that foundations do in advancing social causes, promoting education, supporting scientific research and providing resources to underserved communities.
With tax season approaching, this Guide to Tax Strategies for Private Foundations provides a suite of specialized insights to help philanthropists and their advisors maximize the tax benefits of their charitable plans.
These resources provide an overview of the four main tax benefits associated with foundations and nuances to mastering the Form 990-PF, along with other tax-related considerations when developing a thoughtful plan.
Looking to learn more about the tax benefits for other charitable giving vehicles like donor-advised funds and planned giving programs? Check out these resources from our partners below!