Hear Foundation Source’s CEO & President Sunil Garga’s commentary on the report.
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.
Identify scenarios where a private foundation can be useful for wealth planning, tax planning, and estate planning, while giving back to society.
Explore the financial advantages of establishing a private foundation.
A private foundation, which can exist in perpetuity, extends a legacy of charitable work beyond the donor’s lifetime.
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.