Learn how a life insurance policy can extend funding of a private foundation beyond the donor’s lifetime.
Get guidance around the considerations.
Keep the foundation going when family members move away.
Learn the top 10 advantages of having a private foundation over other ways of giving.
A side-by-side comparison of these two popular giving vehicles.
This article explores the three common traps that advisors fall into, as well as tips for facilitating this important conversation.
The IRS allows private foundations wide latitude to undertake creative, inventive and effective philanthropy.
Plan for a transition of foundation leadership.
Learn how to budget for each area of interest to narrow the universe of funding possibilities
Learn how to navigate the transition from founder-led private foundation to one that includes other family members and the next generation.