Wealth Advisors & Attorneys
Rules governing private foundations are often gray and always complicated. If you have clients who have a private foundation, we want to help.
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Resources
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The Foundation Source First Annual Report on Private Foundations
Trends in asset allocation, grantmaking behavior, and endowment growth/decline among private foundations with less than $50 million in assets, before and throughout the recession.
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Your Clients' Philanthropy: Is It Your Business? (It Should Be)
Reasons why financial advisors should discuss charitable giving with their clients as part of a periodic client review.
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How to Talk to Your Clients About Their Philanthropy
Beyond providing better service for your high-net-worth clients, discussions about philanthropy provide opportunities for you to connect with the clients’ core aspirations and values, and over time, with their family (and heirs).
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Private Foundations vs. Donor-Advised Funds
12 Reasons Why Today's Private Foundation May Be a Better Choice for Your Clients
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Common Tax Reporting Errors Made by Private Foundations
Foundation Source reviews hundreds of 990-PFs each year that were prepared by other organizations. Here are common errors we see.
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Calculating the Minimum Required Distribution
Step-by-step instructions and formulas for calculating a private foundation’s annual 5% distribution requirement.
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Private Equity within a Private Foundation
Special considerations must be taken into account when investing a foundation’s assets in or funding a foundation with privately held stock.
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Guidelines for Private Foundations Investing in Hedge Funds
This paper outlines the key points to bear in mind when a private foundation’s portfolio includes investments in hedge funds, especially those that are managed by foundation insiders.
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The Conduit Election
Conduit elections allow foundations to get a fair-market-value deduction for contributions of appreciated, long-term capital assets.
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Tips for Qualifying for the 1% Tax Rate
With careful planning, a private foundation can reduce its excise tax rate from 2% to 1% in select years.
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Advanced Tax Strategies for Private Foundations
Learn about several strategies private foundations can employ to reduce their tax liability and preserve the value of their endowments.
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Year-End Opportunities and Potential Pitfalls Around Philanthropy
This whitepaper offers insight into year-end opportunities and potential pitfalls for advisors working with high-net-worth and ultra-high-net-worth individuals and families. It also offers practical advice on how to avoid these common pitfalls and broaden and deepen your client and prospect relationships at this critical time of year.
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Is Your Clients’ Philanthropy Your Business?
Discusses how advisors can deepen existing client relationships, distinguish themselves from their competition, and attract new business by partnering with their clients on their charitable giving.
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What Is a Private Foundation?
Explains what they are, how they work, and why they’re important. Includes examples of significant contributions to society we all take for granted that were made possible by private foundations.
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Using Charitable Tools in Wealth Planning
Explores how financial advisors can use charitable tools to help clients with wealth management and wealth transfer. Includes specific examples for charitable remainder trusts, charitable lead trusts and private foundations.
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William L. Sutton - UBS
The head of U.S. philanthropic services explains how Foundation Source helps UBS forge stronger client relationships.
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Monroe Diefendorf & The Diefendorf Family Foundation
Financial advisor Roey Diefendorf believes in fostering "three-dimensional wealth"—beyond the bottom line. Learn how Foundation Source helps him fold philanthropy into his client services.
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Foundation Source In Brief
Get a quick overview of how Foundation Source makes having a private foundation satisfying, rewarding and easy.
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Getting Started: For Attorneys
A Guide to Helping Lawyers Say "Yes" to Clients Who Are Considering a Private Foundation
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Getting to Know Us
Whether you plan to create a new private foundation, or have already established one, Foundation Source has services to help.
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Foundation Management: Doing It Yourself vs. Outsourcing
The chart compares the requirements and capabilities of a traditional private foundation with one that uses Foundation Source for administrative, technology and advisory services.
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Foundation Source Detailed List of Services
We provide so many services for private foundations that it takes a 30-page brochure to describe them all. Enjoy!
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Quick Links
Helpful Tools for Your Philanthropic Journey
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Foundation Source Demo
A Guided Tour of Our Online Console for Foundations
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GrantSafe
Free Pre-Grant Due Diligence for Private Foundations
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Charity Directory
Search for Information on Nonprofits
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Events Calendar
Events & Happenings in the World of Private Philanthropy
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FS Community
Discover New Ways of Thinking and Interact With Others