95% of high-net-worth individuals actively give back to society, largely through traditional philanthropy.* As an important part of their wealth planning, they look to you, their advisor, for guidance on these charitable goals and activities.

This guide will help you identify client scenarios where a private foundation may be the right solution for your clients’ planning needs.These scenarios are covered at a high level and are not intended as investment, tax, or legal advice. Further, these scenarios discuss potential federal tax consequences, state and local taxes may vary.