Podcast & Whitepaper: How to Start a Private Foundation: Key Considerations and Steps
By Allen Mast, First Vice President, SunTrust Private Foundation Practice
Share current LOB: wealth-management
If you’re looking to gain more control over your charitable giving, establishing a private foundation can help you reach your philanthropic goals. Allen Mast, First Vice President, SunTrust Private Foundation Practice, talks about the reasons why people choose to establish private foundations, related compliance and financial obligations, and the steps you can take to establish a private foundation.
This content is educational in nature and is not an advertisement for a loan or business solicitation. It does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.
By following these simple guidelines, the association CFO will be well on his/her way to cultivating an environment where members hold themselves accountable for their individual actions and contributions, as well as their collective contributions to the committee and the committee’s collective results on behalf of the greater association.