Bear these key points in mind when a foundation’s portfolio includes investments in privately held stock.
Discover a turnkey, cost-efficient solution for paying employees and independent contractors.
Learn the five common compliance pitfalls for corporate foundations and how to avoid them.
Hedge funds can be a beneficial addition to a foundation portfolio, but they come with special considerations.
Help ensure private foundation clients remain in compliance with oversight at the point of transaction.
Understand the distinction between a personal pledge and a pledge made on behalf of the foundation.
Know the rules around paying insiders for their work on the foundation.
Enjoy galas and fundraisers but steer clear of these compliance pitfalls.
Understand the requirement and how to fulfill it.