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
Here’s a summary of the three proposals. For more information, watch the replay of Philanthropy in Transition: Navigating the Shifting Tax Landscape.
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
A private foundation, which can exist in perpetuity, extends a legacy of charitable work beyond the donor’s lifetime.
State Filing Requirements for Private Foundations
This article provides a general primer on state filing requirements and describes important criteria in selecting a state of incorporation.
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.