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.
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 popular charitable giving vehicles like donor-advised funds and planned gifts? Check out these resources from our partners below!
Gifts of Silver and Gold
Article | PG Calc
Most charitable gift annuities (CGAs) have been funded by cash donations. But in some cases, donors prefer to use appreciated securities to establish their CGAs. This alternative approach makes sense from a financial and tax perspective, but what happens when the donor wishes to establish a gift annuity using holdings of silver or gold?
Charitable bunching – a strategic way to give more
Blog | Charityvest
By timing your charitable donations strategically, you can maximize your tax deductions and give more to the causes you care about. This guide walks you through the charitable bunching strategy and how a donor-advised fund makes it simple to put it into practice.
