The Better Bequest

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A private foundation, controlled by your heirs or others that you designate, can achieve greater impact for the causes and organizations that matter to you while at the same time providing valuable tax benefits.

Challenge Meet Solution

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Private foundations can be used to address a broad range of wealth-planning, philanthropic, and even personal challenges. In this guide, […]

Starting a Private Foundation

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Learn the benefits of starting a private foundation: innovative philanthropy, personal fulfillment, family engagement, and an enduring legacy.

Is a Private Foundation Right for You?

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For many people contemplating a charitable vehicle, the default choice is often a donor-advised fund (DAF). Despite the many unique […]

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 […]

Raising a Generous Generation

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Establishing a private foundation can unite your family in the shared pleasure of giving back. It affords a rare opportunity […]