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Resources categorized under: "Advisors" Clear
Helping Lawyers Say “Yes” to Clients Who Are Considering a Private Foundation
When meeting with high-net-worth clients and prospects, they increasingly expect that philanthropy will be included as a topic of discussion. This guide provides an overview of five methods of charitable giving. It is intended to help you understand which approach might be best suited for your clients’ financial and philanthropy goals.
This new survey from Foundation Source shows how donors engage (or fail to engage) their financial advisors around philanthropy.
This guide will help wealth and legal advisors identify those scenarios where a private foundation may be the right solution for their clients’ planning needs. It looks at investment planning, tax and estate planning, and charitable planning. These scenarios are covered at a high level and are not intended as investment, tax, or legal advice.
The advantages foundations gain when they work with a professional services firm for managing foundation operations.
Whether you plan to create a new private foundation, or have already established one, Foundation Source has services to help.
Although donor-advised funds increasingly market themselves as being “just like” private foundations, there are important differences—including some that could be CRUCIAL to your HNW clients!
Provides a first look into the 2014 investing and grantmaking performance of private foundations with less than $50 million in assets.
In addition to the many philanthropic and charitable reasons a donor might have for establishing and funding a private foundation, there are also short-term and long-term tax benefits to consider.