Charitable Vehicle Guide


Categories: Starting a Foundation Advisors

Search Topics: Private Foundations Basics Strategic Planning Tax Planning for Individuals

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.

Foundation Planning Guide


Categories: Supporting Your Foundation Advisors

Search Topics: Foundation Investments Foundation Tax Strategies Tax Planning for Individuals

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.