A thoughtful approach to individual philanthropy frequently requires the coordination of an individual and their family, the family office, and a family foundation. Considering tax strategies, philanthropic goals, and compliance from the vantage point of each can help benefit both the donor and related entities. Join us for an insightful webinar as we share how foundations can be key to your philanthropic and business transition plan.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Discuss how individuals can use a family foundation to help achieve philanthropic goals while making strategic tax decisions
  • Explain how to handle complex gifts and gifts of business interests
  • Identify strategies for integrating the family office and a family foundation

FORVIS Private Client services may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by FORVIS, LLP. The information in this presentation should not be considered investment advice to you, nor an offer to buy or sell any securities or financial instruments. The services, or investment strategies, mentioned in this presentation may not be available to, or suitable, for you. Consult a financial advisor or tax professional before implementing any investment, tax, or other strategy mentioned herein. The information herein is believed to be accurate as of the time it is presented and it may become inaccurate or outdated with the passage of time. Past performance does not guarantee future performance. All investments may lose money.

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