The IRS allows private foundations wide latitude to undertake creative, inventive and effective philanthropy. Learn more.
Resources categorized under: "Supporting Your Foundation" Clear
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.
Many problems can be easily avoided through a basic understanding of the rules that govern foundations, which are explained here.
Provides a first look into the 2014 investing and grantmaking performance of private foundations with less than $50 million in assets.
Outlines strategies Foundation Source advocates in order to unite family members in philanthropic work.
Just like the individuals and families who establish them, foundations have life cycles. And because nearly 90% of all foundations are set up with the intent to exist in perpetuity, they typically undergo a multitude of transitions over their extended lifespan.
Learn about several strategies private foundations can employ to reduce their tax liability and preserve the value of their endowments.