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Private Foundations vs. Donor-Advised Funds Checklist

Getting Started with Your Private Foundation: Organizational Basics

Naming the Foundation RULES AND CONSIDERATIONS FOR PLAYING THE NAME GAME If you haven’t named your new foundation, or if…

Getting Started with Your Private Foundation: Governance & Policies

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The Three Duties UNDERSTANDING THE CORE CONCEPTS OF CARE, LOYALTY AND OBEDIENCE All of the policies that you’ll need (in…

Getting Started with Your Private Foundation: Grantmaking Basics

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Where to Begin UNDERSTANDING THE 5% MINIMUM DISTRIBUTION REQUIREMENT Before we address what foundations can do, let’s discuss what they…

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