Understand the potential pitfalls when completing Form 1023 for exempt status.
Learn the specific circumstances when it makes sense to donate real estate to a private foundation and when it doesn’t.
Use loans, loan guarantees, and equity investments to advance a private foundation’s charitable mission.
Learn how loan guarantees allow a private foundation to extend its credit to a grantee without disbursing cash.
Learn how CRTs and CLTs can be used in conjunction with a private foundation to extend family control over these charitable giving vehicles.
Hedge funds can be a beneficial addition to a foundation portfolio, but they come with special considerations.
Learn how to use both private foundation endowments and grant budgets to generate positive social impact.
Help ensure private foundation clients remain in compliance with oversight at the point of transaction.
Survey of actual transaction data from private foundations that are Foundation Source clients.
Read our proprietary report on clients’ grantmaking behavior and investment performance.