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.
Further your charitable purpose by investing in for-profit entities and earning a return on that investment.
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 to get public charity tax treatment for contributions to a private foundation.
Bear these key points in mind when a foundation’s portfolio includes investments in privately held stock.
Learn how CRTs and CLTs can be used in conjunction with a private foundation to extend family control over these charitable giving vehicles.
Explore the benefits and considerations around donating artwork, jewelry, cars, and other personal property to a private foundation.
Recognize the circumstances when donating highly appreciated assets to a private foundation can benefit both entities.