In September 2021, we sat down with leading experts in tax exempt organizations and philanthropy to have a timely conversation […]
Get answers to common questions about private foundations.
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.
Compare the tax advantages, philanthropic options, and operational differences of the two charitable vehicles.
Learn how a life insurance policy can extend funding of a private foundation beyond the donor’s lifetime.
Get guidance around the considerations.
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.