Is a Private Foundation the Right Choice for Your Clients?


Categories: Advisors

Search Topics: Foundations vs. Donor-Advised Funds

Annually, 98% of families with a net worth in excess of $5 million give to charity; philanthropy can be a key element in tax management and estate planning; and for high-net-worth clients, philanthropy plays an important role in the education of younger family members, providing an excellent opportunity for an advisor to connect with a client’s extended family and heirs. As their trusted advisor, you can help your high-net-worth clients get more from their giving.

For clients with a clear commitment to philanthropy and at least $250,000 in initial funding, a private foundation can be an excellent wealth planning tool. Not only does a private foundation offer tax benefits, but it also allows your client to create a legacy, unite his or her family in common philanthropic purpose, and make the world a better place.

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