Guide

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.

Philanthropy Glossary

New to philanthropy? Learn the basics with our helpful glossary of philanthropic terms, compiled from the very best resources on the Web.

Philanthropy Basics

An introduction to philanthropy and the different types of foundations and grantmakers.

Ten reasons to discuss philanthropy with your clients

Why you should talk with your client.

Ten questions you should ask your clients

Information to collect from your client before advising.

Ways to talk about philanthropy with your clients

Sample conversation starters.