Know the rules around paying insiders for their work on the foundation.
Learn how a corporate foundation can improve the impact and focus of a company’s charitable activities.
Learn how to calculate the foundation’s minimum distribution requirement.
Discover how we work with law firms.
Discover how we work with CPAs.
Whether you plan to create a new private foundation, or have already established one, your philanthropy can be more effective and efficient when you have a team of experts to support the operations of your foundation, assist with compliance and nurture your legacy.
Watch financial advisors talk about the value of private foundations for deepening client relationships and how Foundation Source can help.
Consider the benefits of donating a collection of art or other personal property to your own private foundation.
View our clients discussing the personal and societal benefits of a private foundation.
Watch Diana DiLanni, Managing Director, Merrill Lynch, discuss how a private foundation helps forge enduring ties to a client’s entire family.