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
Discover how a foundation can give directly to individuals and families in need.
Learn the common mistakes made when filing an IRS 990-PF tax return for a private foundation as well as opportunities for tax savings.
Discover advanced tax strategies to help private foundations reduce taxes and preserve endowments.
Make sure you understand all the implications before you make an irrevocable choice.
Review these important distinctions before making a recommendation.
Learn the constructive approach to rejecting errant grant requests.
Learn how private foundations can run their own charitable programs.
Learn why you should create a mission statement—but not necessarily right away.
Understand the potential pitfalls when completing Form 1023 for exempt status.