Empower your clients with strategic philanthropic solutions. Learn how private foundations can reduce tax obligations and advance charitable giving in this essential guide for financial advisors.

Philanthropy can be an important part of wealth planning for your clients, and they look to you for guidance on charitable goals and activities.

This guide will help you identify scenarios where private foundations might be the right solution for your high-net-worth client’s planning needs.

Download this advisor guide to:

• Learn effective strategies to mitigate capital gains taxes through charitable donations.
• Understand how private foundations can preserve family legacies while supporting charitable causes.
• Gain insights into utilizing illiquid assets and real estate for tax-efficient charitable giving.
• Explore tax benefits and compliance considerations specific to private foundation management.
• Access practical tips for engaging clients in meaningful philanthropic initiatives.

Unlock the potential of private foundations to transform your clients’ wealth management strategy.