2017 Annual Report on Grantmaking

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The 2017 Foundation Source Report on Grantmaking (which can be downloaded by clicking the button below) provides an examination of […]

Impact Investing by Private Foundations

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Using the private foundation’s investments to generate a positive social or environmental impact in addition to providing a financial return.

Program-Related Investment Loan Guarantees

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PRI loan guarantees allow a foundation to extend its credit to a grantee without liquidating the foundation’s current holdings or disbursing cash. Learn more in this article.

Program-Related Equity Investments

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In addition to grants, program-related investments or PRIs provide another useful tool for private foundations to achieve their philanthropic goals. […]

Selling a Family Business

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If your client is selling a family business, you can help her optimize the tax savings while giving back!

Estate Planning with a Private Foundation

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If you are charitably minded, but would like more control over your charitable contributions and want your charitable impact to extend past your death, setting up a private foundation can be an important part of your estate planning.

Donating Real Estate to a Private Foundation

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There are circumstances in which donations of real estate to a private foundation make sense, both for the foundation and the donor, as outlined in this article.