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.
Resources tagged as: "Private Foundations Basics" Clear
Many problems can be easily avoided through a basic understanding of the rules that govern foundations, which are explained here.
A private foundation is a powerful and flexible philanthropic vehicle.
Donors can use a foundation to strengthen their families, while at the same time helping others.
A private foundation offers many benefits that are not available to individual donors or through other giving vehicles,, as outlined in this white paper.
A Glossary of Private Foundation Terminology
Straightforward answers to the 29 questions we’re asked most often about private foundations.
Naming your foundation is often a significant exercise.
Pointers for creating a clear and thoughtful mission statement for your private foundation and the benefits you can expect.
A Comparison of Operating and Non-Operating Foundations.