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 ...

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 ...

Much has been written in recent months about how well the investment portfolios of private foundations have performed over the last several years. For example, a study conducted by the Council on ...

It’s the latest sign of the OCIO industry’s expansion: More private and community foundations are hiring an outsourced investment office, according to a recent annual report on those institutions by ...

Private family foundations have gained popularity as a means for wealthy families to make a positive impact on society while maintaining control over their charitable endeavors. However, like any ...

The global pandemic provided a greater appreciation for (and participation in) philanthropy. During the past two years, both new and longtime donors have risen to the occasion to seek ways to help ...

FAIRFIELD, Conn., March 7, 2023 /PRNewswire/ -- With tax planning underway, Foundation Source, the nation's largest provider of management solutions for private foundations, offers its annual 2023 ...

On Aug. 1, 2025, the Internal Revenue Service issued Private Letter Ruling 202531009, offering essential insight into the compliance requirements for private foundations supporting foreign ...