10 Things Your Didn't Know You Could Do With A Private Foundation

10 Things Your Didn't Know You Could Do With A Private Foundation

Wealth Specialist John Duncan shares, in plain language, ten things you can do when you own a private foundation.

The ten things covered in video are as follows:

1. Make grants to individuals
2. Direct charitable activities (from the foundation itself)
3. Provide program related investment loans (PRI Loans)
4. Give program related loan guarantees
5. Make program related equity investments
6. Donate internationally
7. Give awards and prizes to spur progress
8. Pay programmatic expenses
9.Undertake impact investments
10. Make set asides (for ambitious future projects)


Forming a private foundation used to be reserved to wealthy families with asset levels above $100 Million and typically above a billion. Now they can be an option for those who like the tax advantages and control of a foundation but are not yet on the Forbes list. When protecting assets for wealthy family topic comes up, creating a private foundation should be part of the planning process. Foundation tax benefits are compelling and must be part of the discussion around the pros and cons of private foundation.

When it comes to protecting assets for wealthy families, private foundations are often superior to the other alternatives because the donor retains control over the assets. With donor advised funds and charities, once the money is pledged, essentially the donor has lost control of the asset AND where funds are directed.

John Duncan provides strategic and innovative financial advice to wealthy families by sharing tax efficient investment ideas and risk management strategies.

His financial education videos focus on tax advice for wealthy families, protecting assets for wealthy families, investment advice for wealthy families, and life insurance for wealthy families.

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For more info or to contact: https://www.johnduncan.pro

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