Family Foundations: Getting Started
Establish and manage your family foundation with our comprehensive services.
Your CPA Practice and Foundation Source
Discover how we work with CPAs.
Challenge, Meet Solution: A Guide for Financial Advisors
Discover how a private foundation may be the key to unlocking a host of important benefits for your clients.
The Better Bequest
Discover why, when planning your estate, you might want to contribute to your own private foundation instead of leaving a bequest to nonprofit organizations.
Estate Planning with a Private Foundation
If you are charitably minded, but would like more control over your charitable contributions and want your charitable impact to extend past your death, setting up a private foundation can be an important part of your estate planning.