Philanthropy in Transition
In September 2021, we sat down with leading experts in tax exempt organizations and philanthropy to have a timely conversation […]
Frequently Asked Questions About Private Foundations
Get answers to common questions about private foundations.
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.
Private Foundations & Donor-Advised Funds
Compare the tax advantages, philanthropic options, and operational differences of the two charitable vehicles.
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.