We asked our private foundation clients how they approached charitable giving in 2022 and where they see it going next. Based on 215 respondents, it’s…
For HNW individuals who have a strong charitable interest, private foundations offer an opportunity to save in taxes while creating a lasting philanthropic legacy.
Philanthropy is much more than making donations—it’s an effective way of sharing values across generations and illustrating personal and family interests, passions and creativity. And…
The Benefits of Establishing a Corporate Foundation
A corporate foundation provides many unique benefits. It can improve the impact and focus of a company’s philanthropic activities, and at the same time advance…
In September 2021, we sat down with leading experts in tax exempt organizations and philanthropy to have a timely conversation about pending tax proposals and…
A PRIVATE FOUNDATION CAN PROVIDE SIGNIFICANT TAX SAVINGS SAVINGS FOR YOUR CLIENTS
If you have charitably inclined clients with highly appreciated assets (e.g., real estate, collectibles, artwork), an ideal way for them to retain some level of…
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