What are the key ingredients to a truly exceptional foundation? Learn how you can soar to new heights with this informative booklet.
A guide by Foundation Source with step-by-step instructions and formulas for calculating a private foundation’s annual 5% distribution requirement.
Pointers for creating a clear and thoughtful mission statement for your private foundation and the benefits you can expect.
A basic guide to managing a well-run foundation.
A look at the benefits, potential downsides, and best practices of involving non-family members in a family foundation.
Planning for succession: the life cycles of a private foundation and managing change.
Planning ahead to successfully manage a substantial increase in foundation assets.