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.
Resources tagged as: "Foundation Investments" Clear
Provides a first look into the 2014 investing and grantmaking performance of private foundations with less than $50 million in assets.
Learn about several strategies private foundations can employ to reduce their tax liability and preserve the value of their endowments.
Increased Grantmaking, Strong Investment Returns, and Contributions from Living Donors Create a New Narrative about Private Foundation Behavior
Provides a first look into the 2013 investment and grantmaking performance of private foundations with less than $50 million in assets.
This study spans the years 2008 to 2013.
The 2017 Foundation Source Report on Grantmaking (which can be downloaded by clicking the button below) provides an examination of […]
Just published, Foundation Source’s 2018 Annual Report on Private Foundations found that the 927 private foundations in the study: earned […]
Important factors to consider in advance of the contribution.
Foundations typically approach most grants as a team sport, debating their merits and deciding, collectively, whether they’re likely to achieve the foundation’s goals. However, in addition to granting as a group, some foundations give their board and/or family members a portion of funds to donate as individuals. Th is practice, called discretionary grantmaking, is legally permitted as long as the grants are consistent with the foundation’s charitable purpose, and there aren’t restrictions in the charter documents to prohibit it.