Challenge, Meet Solution

Philanthropic and Personal Challenges

Private foundations can be used to address a broad range of wealth-planning, philanthropic, and even personal challenges. In this guide, we will examine how a private foundation may be your key to unlocking a host of important benefits.

Private foundations offer two critical advantages to those who seek to leave a significant philanthropic legacy: tax freedom and time. Because private foundations are exempt from income tax, their investments can grow substantially over the years. And because private foundations can exist in perpetuity, control of those sizable assets can be passed from one generation to the next.

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