Get answers to common questions about private foundations.
Discover how a corporate foundation leveraged Foundation Source to design a cash awards program that incentivized STEM students and steered clear of compliance issues.
Learn how a life insurance policy can extend funding of a private foundation beyond the donor’s lifetime.
Excerpts from Jeff Haskell’s presentation to the San Francisco Estate Planning Council.
Get guidance around the considerations.
Foundation Source IRS regulations are often complicated and sometimes gray. Learn 10 basic rules on foundation compliance.
Learn about all the advanced grantmaking options available to a private foundation and special IRS compliance considerations.
Learn the common mistakes made when filing an IRS 990-PF tax return for a private foundation as well as opportunities for tax savings.
Understand the potential pitfalls when completing Form 1023 for exempt status.
Bear these key points in mind when a foundation’s portfolio includes investments in privately held stock.