Frequently Asked Questions About Private Foundations
Get answers to common questions about private foundations.
Get answers to common questions about private foundations.
Compare the tax advantages, philanthropic options, and operational differences of the two charitable vehicles.
Here’s a summary of the three proposals. For more information, watch the replay of Philanthropy in Transition: Navigating the Shifting Tax Landscape.
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.
This article provides a general primer on state filing requirements and describes important criteria in selecting a state of incorporation.
Compare the tax deductibility of private foundations and donor-advised funds.
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.