Advisors and estate planning

Estate Planning As A Family: A Collaborative Approach

Posted on April 4, 2005 by David Gage, Ph. D.

The time has come to cast estate planning in a fresh light. For too long,parents and their advisors have conducted estate planning behind closed doors. Each year, billions of dollars of family assets pass from benefactors to inheritors but the process continues to be one of the most sensitive—and secretive—activities within families… Read More

10 common errors to avoid in completing a private foundation’s form 990-PF

Posted on April 13, 2004 by PricewaterhouseCoopers LLP

This checklist, intended for all audiences, highlights the most common errors that foundations make when filling out the Form 990 that could cast legitimate activity in a bad light, e.g., not filling out the entire form, not attaching appropriate schedules, or documenting administrative expenses incorrectly… Read More

The Practice Of Family Philanthropy In Community Foundations

Posted on June 13, 2002 by Helmer N. Ekstrom

This study presents a report on the state of family philanthropy in community foundations. The report describes why and how families are using community foundations, and the factors fueling the growth of family philanthropy within community foundations. … Read More

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