Foundation Planning Guide

Help Your Clients Reduce Tax Obligations and Advance Their Charitable Giving

95% of high-net-worth individuals actively give back to society, largely through traditional philanthropy. As an important part of their wealth planning, they look to you, their advisor, for guidance on these charitable
goals and activities.

This guide will help you identify client scenarios where a private foundation may be the right solution for your clients’ planning needs. These scenarios are covered at a high level and are not intended as investment, tax,
or legal advice.

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