This recorded webinar was designed for financial advisors.
As this tax year concludes, some of your clients may want to consider establishing a charitable vehicle in 2014 to help minimize their tax liability for this tax year. Which one is the best choice for their needs?
Comparing Private Foundations and Donor-Advised Funds explains the important differences between these two charitable instruments including:
• Types of assets that may be donated
• Grantmaking capabilities
• Tax advantages
• Other considerations, such as ability to reimburse for expenses and pay compensation
As private foundation specialists, we invite you to compare both charitable vehicles to see which one best meets your client’s needs and objectives.