Video: 2021 Report on Private Foundations
Hear Foundation Source’s CEO & President Sunil Garga’s commentary on the report.
Where Experts Go For Expertise
As high-net-worth individuals strive to make their passion for changing the world a reality through charitable giving, they need help from the professionals they trust.
Foundation Planning Guide
Identify scenarios where a private foundation can be useful for wealth planning, tax planning, and estate planning, while giving back to society.
Tax Benefits of a Private Foundation
Explore the financial advantages of establishing a private foundation.
Insuring a Private Foundation’s Financial Future
A private foundation, which can exist in perpetuity, extends a legacy of charitable work beyond the donor’s lifetime.
IRS Rules & Compliance Procedures
Excerpts from Jeff Haskell’s presentation to the San Francisco Estate Planning Council.
Limitations on Charitable Deductions
Compare the tax deductibility of private foundations and donor-advised funds.
2019 Foundation Source Annual Report on Private Foundations
Read our proprietary report on clients’ grantmaking behavior and investment performance.
Selling A Major Business Asset
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
The 990-PF: How to Reap Savings and Avoid Pitfalls
Learn the common mistakes made when filing an IRS 990-PF tax return for a private foundation as well as opportunities for tax savings.