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Synchronize Your Foundation

There was a time not so long ago that nearly all philanthropists, as well as many others, carried a mechanical watch. Prior to cell phones, digital watches, and electrical quartz watches, the mechanical watch was a true marvel—a complex assembly of springs, gears, jewels, pins, and other components. Winding a watch transmits energy into a... Read More

Involving Non-Family Members in the Foundation

Many of our clients consider whether to involve non-family board members either early in the formation of their foundation or at some point during the foundation’s growth and development. This article discusses factors to consider in determining whether and how to include “outsiders”: the selection criteria of non-family members for board service; practices  to ensure... Read More

The Best of Both Worlds: Using Private Foundations and Donor Advised Funds

This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More