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Webinar: 10 Things Wealth Advisors Should Know About Private Foundations

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In Category: Webinars

Private foundations are desired by high-net-worth clients for their wide range of giving options, the control they leave in the hands of the donor, and favorable tax and estate planning benefits. And for many clients, the family foundation is a tool with which to build the family legacy and prepare successive generations. As your client’s trusted advisor, you should be aware of some of the full capabilities of this powerful and flexible philanthropic vehicle in order to provide the best advice to your high-net-worth clients.

Please join Page Snow, Chief Philanthropic Officer, and Dominique Sinyard-Smith, National Director of Strategic Alliances, for an informative webinar based on Foundation Source’s experience with over 1,100 private foundations. Page and Dominique will cover topics such as:

– The key benefits of a private foundation for HNW clients
– How to engage the next generation of your client’s family
– Creative giving strategies within a private foundation
– Alternative investments in private foundations


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