Where Mission Meets Money

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A spending plan isn’t just a “grantmaking budget”—although it’s certainly that. First and foremost, it’s a plan. Many foundation boards […]

Foundation Transitions

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Just like the individuals and families who establish them, foundations have life cycles. And because nearly 90% of all foundations are set up with the intent to exist in perpetuity, they typically undergo a multitude of transitions over their extended lifespan.

The Advantage of Set Asides

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As the name implies, set-asides are funds “set aside” by a private foundation to be paid out in the future, yet they are treated as qualifying distributions toward the current year’s 5% minimum distribution requirement. This allows the foundation to “accumulate funds” over multiple years in order to fund a larger initiative at a later date.

Charitable Vehicle Guide

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When meeting with high-net-worth clients and prospects, they increasingly expect that philanthropy will be included as a topic of discussion. This guide provides an overview of five methods of charitable giving. It is intended to help you understand which approach might be best suited for your clients’ financial and philanthropy goals.