Frequently Asked Questions About Private Foundations
Get answers to common questions about private foundations.
Private Foundations & Donor-Advised Funds
Compare the tax advantages, philanthropic options, and operational differences of the two charitable vehicles.
Philanthropy in Transition
In September 2021, we sat down with leading experts in tax exempt organizations and philanthropy to have a timely conversation […]
Foundation Planning Guide
Identify scenarios where a private foundation can be useful for wealth planning, tax planning, and estate planning, while giving back to society.
Tax Benefits of a Private Foundation
Explore the financial advantages of establishing a private foundation.
Insuring a Private Foundation’s Financial Future
Learn how a life insurance policy can extend funding of a private foundation beyond the donor’s lifetime.
State Filing Requirements for Private Foundations
Get guidance around the considerations.
Limitations on Charitable Deductions
Compare the tax deductibility of private foundations and donor-advised funds.
Selling A Major Business Asset
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
The 990-PF: How to Reap Savings and Avoid Pitfalls
Learn the common mistakes made when filing an IRS 990-PF tax return for a private foundation as well as opportunities for tax savings.