Posts tagged to 'Estate planning'

Free legal training: Electioneering rules for private foundations and public charities

Posted by Learn Foundation Law on May 13, 2016

Learn Foundation Law is a free resource for online trainings and tools related to the basic legal rules for private foundations.

How can we prepare for the death of our founder or donor?

Posted by Suzanne Hammer on December 2, 2015

In this month's edition of "Ask the Center," we are pleased to share a guest post from Suzanne Hammer, founder of Hammer and Associates, discussing the recent passing of her father: "In the midst of a loved one dying, there are many decisions to be made. There’s paperwork and Power of Attorneys and property. There’s money. There’s final wishes and figuring out what do with all the “stuff.” In my experience, the stress of it all sometimes divided us more than it brought us together. We all wanted the best for our dad, and we each had strong opinions on what “the best” meant to us."

So you want to be a family philanthropist: Choosing your giving vehicle

Posted by Julia Kittross on August 18, 2014

There are two vehicles that most donors consider when they are interested in involving their families in shared, multi-generational philanthropy: establishing a donor advised fund or creating a private foundation. This article introduces the key questions donors should ask when choosing between these two common options.

How can my family foundation use real estate for tax-advantaged charitable giving?

Posted by Dennis Bidwell on August 18, 2014

Charities seek gifts of real estate because they have come to realize that, although more than 30% of the baby boomer wealth transfer that surrounds us is in real estate holdings, less than 3% of charitable giving is made through gifts of real estate. That means that much of the potential for donations to worthy causes is left untapped.

Celebrating the privileges of family philanthropy: Happy Holidays!

Posted by Virginia Esposito on December 15, 2010

It was about this time last year that I received a phone call from a very worried trustee of a family foundation. On behalf of her Board she had contacted her investment advisor to alert him to the fact that the trustees were concerned about all the nonprofits in her community....

Real estate: The grant that keeps on giving

Posted by Elaine Gast Fawcett on April 15, 2009

“At a time like this, we need to stop investing in treasuries and bonds and start investing directly in our communities.” —Tom Parker, Hutton Foundation As a family fund these days, you might feel like crawling into a corner and licking your endowment losses. But look on the bright side....

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