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Resources categorized under: "Advisors" Clear
Helping Lawyers Say “Yes” to Clients Who Are Considering a Private Foundation
A Guide to Help Wealth Managers Serve Their Philanthropic Clients
10 Reasons Why Today’s Private Foundation May Be a Better Choice for Your Philanthropic Clients
Foundation Source reviews hundreds of 990-PFs each year that were prepared by other organizations. Here are common errors we see.
When meeting with high-net-worth clients and prospects, they increasingly expect that philanthropy will be included as a topic of discussion. This guide provides an overview of five methods of charitable giving. It is intended to help you understand which approach might be best suited for your clients’ financial and philanthropy goals.
This new survey from Foundation Source shows how donors engage (or fail to engage) their financial advisors around philanthropy.
This guide will help wealth and legal advisors identify those scenarios where a private foundation may be the right solution for their clients’ planning needs. It looks at investment planning, tax and estate planning, and charitable planning. These scenarios are covered at a high level and are not intended as investment, tax, or legal advice.
Although donor-advised funds increasingly market themselves as being “just like” private foundations, there are important differences—including some that could be CRUCIAL to your HNW clients!
Provides a first look into the 2014 investing and grantmaking performance of private foundations with less than $50 million in assets.