Some clients may come to you with the belief that a private foundation provides their only option for long-term involvement with assets they set aside for charitable purposes.
In reality, a donor advised fund or supporting organization at the Foundation offers numerous advantages to these clients, provides real ways for them to stay engaged in giving and avoids many of the hassles of private foundation management.
View a Foundation Options Comparison chart to see a detailed look at the differences between a private foundation and a community foundation. It compares the two options as charitable giving vehicles and looks at these options from an investment standpoint.
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E-mail Randy Balogh, Philanthropic Services Director, or call him at (831) 477-0800 ext. 202 to schedule a private appointment.
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