These charitable giving vehicles allow clients to earn tax savings on appreciated assets.
Those wanting to give away art and other valuables might consider a private foundation.
Impact investing has gained popularity with charitable donors and foundations.
Private foundations offer a host of tax benefits to wealthy clients and are easier to establish than you might think.
PRIs are investments made purely to fill a private foundation’s charitable mission.
Here are some common reporting errors that can cause private foundations to lose money and tax benefits.
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