Wednesday, December 24, 2014

How family foundations can create philanthropy for the community - End-of-Year Charitable Giving Strategies

Family foundations are private charitable organizations that apply for non profit status and have significant regulations to adhere to that traditional charities are not obligated to comply with. And although they're private entities, their filings are in the public domain, i.e. so full disclosure. Donor Advised Funds are little to no cost, remain anonymous, and can be independent to select the charities of choice. Donations become part of a large account, but are still segregated in a sub account by donor. The donor can advise, but can't control the funds.This episode describes the advantages and disadvantages of private family foundations and donor advised funds. Syndicated financial columnist and talk show host Steve Savant interviews financial authors and speakers Mike Kilbourn, CLU, ChFC and Ron O'Dell, CFP on end of the year charitable planning for 2014.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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