Resources tagged as: "Strategic Planning" Clear

Charitable Vehicle Guide


Categories: Starting a Foundation Advisors

Search Topics: Private Foundations Basics Strategic Planning Tax Planning for Individuals

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.

The Advantage of Set Asides


Categories: Supporting Your Foundation

Search Topics: Advanced Grantmaking Strategic Planning Tax Strategies for Foundations

As the name implies, set-asides are funds “set aside” by a private foundation to be paid out in the future, yet they are treated as qualifying distributions toward the current year’s 5% minimum distribution requirement. This allows the foundation to “accumulate funds” over multiple years in order to fund a larger initiative at a later date.