News & Press Releases

Compare the tax advantages, philanthropic options, and operational differences of the two charitable vehicles.

Learn how a life insurance policy can extend funding of a private foundation beyond the donor’s lifetime.

Learn how our web-based command center simplifies control, communication, and collaboration among private foundation members.

Excerpts from Jeff Haskell’s presentation to the San Francisco Estate Planning Council.

Compare the tax deductibility of private foundations and donor-advised funds.

Read our proprietary report on clients’ grantmaking behavior and investment performance.

Read three case studies to help financial advisors understand the potential opportunity to help their clients achieve their philanthropic objectives when selling a family business

Learn the common mistakes made when filing an IRS 990-PF tax return for a private foundation as well as opportunities for tax savings.

Discover advanced tax strategies to help private foundations reduce taxes and preserve endowments.

Review these important distinctions before making a recommendation.