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Ask the Experts: Private Foundation Basics for Financial Advisors – Webinar Replay

| On-Demand Webinars, Videos | No Comments
Gillian Howell Head of Client Advisory Solutions, Foundation SourceGillian Howell is the Head of Client Advisory Solutions and a member…
7 Reasons to Start a Private Foundation Before the Busy Giving Season

7 Reasons to Start a Private Foundation Before the Busy Giving Season

| eBooks | No Comments
Reason 2: You’ll enjoy significant tax advantages. If you establish and contribute to a private foundation before the end of…

Shaping Tomorrow: How Gen Z and Millennials View Charitable Giving

| Reports & Surveys | No Comments
As the philanthropic sector prepares for the “great wealth transfer,” Gen Z and Millennials will continue to play a larger…
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5 Things Private Foundations Should Consider in a Rising Market

| Articles | No Comments
1. Make In-Kind Gifts of Highly Bull markets can create significant built-in gains for investors. Liquidating those positions would result…