Learn the specific circumstances when it makes sense to donate real estate to a private foundation and when it doesn’t.
Further your charitable purpose by investing in for-profit entities and earning a return on that investment.
Use loans, loan guarantees, and equity investments to advance a private foundation’s charitable mission.
Learn how loan guarantees allow a private foundation to extend its credit to a grantee without disbursing cash.
Consider giving foundation members a portion of funds to donate as individuals.
Understand which type of private foundation would be best suited to accomplish your charitable mission.
Understand the essential differences between public charities and private foundations.
Learn why conducting a full and thoughtful review of your foundation’s past grantmaking and social impact can help craft meaningful goals for moving forward.
Learn how to get public charity tax treatment for contributions to a private foundation.
Bear these key points in mind when a foundation’s portfolio includes investments in privately held stock.