To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Family philanthropic efforts can take many forms. Two of ...

Guidance for advisors on transitioning private foundations to donor advised funds at TCF, with emphasis on clear ...

A hypothetical state law for-profit company, which may be a bank, credit union, insurance company, healthcare organization, or other entity (“Company”) intends to establish a charitable organization ( ...

Private foundations must follow a variety of rules to avoid the imposition of potentially onerous penalty taxes on the foundation and its related parties: Distributions. Private foundations must make ...

Imagine a poet who receives a call out of the blue informing him that he has been selected as a MacArthur Fellow because of his track record of exceptional creativity and will receive a $625,000 ...

One of the most effective ways clients can make a positive impact on the world is through charitable giving. While giving can take many forms, private foundations have taken on a key role, with ...

This year’s Business Journal list of corporate and private foundations lost a few names after we narrowed rankings to firms most connected to Orange County charities, as opposed to earlier lists based ...

Most people are familiar with the charitable activities of private foundations bearing names of the giants of U.S. business—the Rockefeller, MacArthur and Bill and Melinda Gates Foundations, to name ...

The J. Paul Getty Trust is the single largest private operating foundation in the U.S. today, with over $12 Billion in assets. Many times, an artist or collector wishes to preserve their collection by ...

In my conversations with clients, I’m often asked how they can leave a legacy. As we establish an estate plan and discuss how wealth will transition to heirs, we talk about how they can not only leave ...

The Bipartisan Budget Act of 2018, signed into law on Feb. 9, has a provision that may be a boon to people who want to use stock in their family businesses to fund private foundations. Processing ...

Giving by Orange County’s individual and family foundations held flat last year, while foundation assets declined 18% to $1.9 billion. The county’s 35 largest private foundations on our list, ranked ...