Consultants/Advisors

Foundation Planning Guide
The Foundation Planning Guide covers 14 scenarios that high-net-worth clients commonly face that directly affect their investment planning, tax and estate planning, and charitable planning, and it shows how a private foundation can be used to address them.
Accountability Self-Assessment Tools for Staffed Private Foundations

The Accountability Self-Assessment Tool is a comprehensive resource to help staffed private foundations ensure that they are complying with key federal laws and regulations and assess how well they are engaging in generally recommended good practices for being accountable to the public. The materials consist of a questionnaire, check list, worksheet, glossary and resource list. The questionnaire, available by component or in one complete document, and the entire selection of tools are available in the following sections.