Insights on Foundations: Individual Philanthropy, the Family Office, & the Foundation
February 28, 2023
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
Presenters
Stephanie Carper, Lauren Denton