Legal Issues

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.
Foundation Legal Help Desk

The Foundation Legal Help Desk is designed to provide foundations with quick answers to legal questions related the operations of a foundation.

Directors & Officers Liability Insurance

The United Philanthropy Forum-endorsed Directors & Officers Liability Insurance is available to all grantmaking foundations as a service to the field. Coverage is available in all states.