More than 90 percent of private foundations have assets of less than $10 million, and most of these organizations are family foundations. Learn the specialized strategies needed to approach this largely untapped source of funding.
Resources categorized under: "Advisors" Clear
Much has been written about the benefits that clients derive from discussing their philanthropic goals with their wealth managers. Much […]
A guide by Foundation Source with step-by-step instructions and formulas for calculating a private foundation’s annual 5% distribution requirement.
Individuals and families who give back through private foundations and donor-advised funds strike a “grand bargain”: In exchange for abiding […]
A Comparison of Operating and Non-Operating Foundations.
Important factors to consider in advance of the contribution.
We provide so many services for private foundations that it takes a 30-page brochure to describe them all. Enjoy!
There are circumstances in which donations of real estate to a private foundation make sense, both for the foundation and the donor, as outlined in this article.
If you are charitably minded, but would like more control over your charitable contributions and want your charitable impact to extend past your death, setting up a private foundation can be an important part of your estate planning.
Filing Form 1023, Application for Recognition of Exempt Status, is usually a private foundation’s first interaction with the Internal Revenue Service.