Limitations on Charitable Deductions

Date:

The allowable income-tax deduction for a gift to a qualifying charitable organization depends on a number of different factors, as […]

Estate Planning with a Private Foundation

Date:

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

Date:

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.

Foundation Planning Guide

Date:

This guide will help wealth and legal advisors identify those scenarios where a private foundation may be the right solution for their clients’ planning needs. It looks at investment planning, tax and estate planning, and charitable planning. These scenarios are covered at a high level and are not intended as investment, tax, or legal advice.

The Conduit Election

Date:

Conduit elections allow foundations to get a fair-market-value deduction for contributions of appreciated, long-term capital assets.