While some dismiss the idea of donating real estate, there can be good reasons.
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.