Starting a private foundation is a big decision, and a rewarding one when it's the right fit. This free one-page guide walks through eight important points to consider before you begin, written for individuals and families.
What's inside:
Setup and ongoing maintenance
Tax deductions for cash, stock, and other assets
Annual payout, control, and privacy
Family on payroll, grants to individuals, and legacy
It's a helpful starting point for conversations with your attorney, CPA, and wealth advisor.
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