Get answers to common questions about private foundations.
Compare the tax advantages, philanthropic options, and operational differences of the two charitable vehicles.
In September 2021, we sat down with leading experts in tax exempt organizations and philanthropy to have a timely conversation […]
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.
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.