10 pro tips for advisors working with private foundations

Categories: News

Leading a private foundation can be one of life’s most gratifying experiences, a chance for an individual or family to effect real and positive change in the world through philanthropy.

The creativity, flexibility and nearly endless giving capabilities offered by a foundation do come with a dose of administrative complexities, however. It can be challenging for foundations to keep pace with government regulations, which are always changing, as well as IRS filings and required paperwork.

Read the full article featured in Financial Planning authored by Foundation Source’s Chief Legal Officer Jeffrey Haskell.