Choosing among various charitable-giving options can be a challenging proposition for your clients. The most common options are creating a private foundation (PF), contributing to a donor-advised fund ...

The authors begin by explaining the advantages, disadvantages, and tax benefits of private foundations, donor-advised funds, and other charitable structures. Mr. Silk and Mr. Lintott say that private ...

Creating a private family foundation offers affluent families a structured way to direct their philanthropic efforts and establish a lasting legacy that aligns with their values. However, this ...

Forbes contributors publish independent expert analyses and insights. Global tax strategy and legacy design for families and founders. The charitable trusts may be used in conjunction or separately ...

We all want to be remembered for our time on this Earth. Creating a lasting legacy gives us the ability to continue to make an impact even after we are gone. Imagine a trust, set up more than five ...