Private & Community Foundations:
Setting Aside Substantial Assets for Charitable Purposes

Recently Released!!!
Date Published: August 13, 2015
Summary PPT Deck: 51 Slides
Reference PPT Deck: 866 Slides


The purpose of this research is to provide readers with an understanding of the growing consumer demand for estate planning services, specifically including private & community foundations.

This research begins with a review of estate planning objectives, including: 

  • Managing Own Incapacity
  • Protecting Estates from Creditors & Lawsuits
  • Transferring Assets Tax Efficiently
  • Making Charitable Contributions
  • Managing Estates in Light of Various Family Structures
  • Controlling Heirs
  • Planning for Special Needs Children
  • Planning for Pets

This research addresses the three historical phases of the estate planning market, including: 

  • Estate Tax Creation Phase
  • Estate Tax Modification Phase
  • Estate Tax Maturation Phase

    This research defines two estate planning methods & techniques, including:

    • Private Foundations
    • Community Foundations

And this research makes the following future predictions for the estate planning market, including: 

  • Continuation of the Estate Tax with Higher Thresholds & Lower Rates
  • Growing Estate Planning Market
  • Growth of Donor Advised Funds & Foundations

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