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Daily Archives: October 30, 2018

Setting Up a Private Foundation

Setting Up a Private Foundation: Considerations for High Income Earners

BlogBy Infinitas TeamOctober 30, 2018

As a financial advisor, I help executives establish a charitable giving plan that aligns with their financial portfolio. Part of that process includes exploring the key considerations you should make when setting up a private foundation, as well as exploring alternatives to private foundations that still allow you to achieve your charitable gifting goals.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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