Charitable Vehicle Survey 2018


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Individuals and families who give back through private foundations and donor-advised funds strike a “grand bargain”: In exchange for abiding by regulations to ensure their contributions benefit the greater good, they are entitled to claim a tax deduction. But what is the right balance of regulation and tax incentive for these popular charitable vehicles?

To help answer that question, Foundation Source asked high-net-worth individuals and people with established private foundations to opine on the current rules and regulations that apply to private foundations and donor-advised funds. Their answers provide valuable insight into the current regulatory climate and how it reflects both the promise and potential of society’s grand bargain.

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