Have you ever wondered how the elite continue to reduce taxes, support their favorite causes and keep their wealth intact? It may seem like they're using a secret playbook. But it's all about using ...

From arts and culture to disaster relief, local foundations set up by individuals and families do enormous good. We discuss the ins and outs of building a foundation with Helen Stephens, president and ...

Creating a private family foundation offers affluent families a structured way to direct their philanthropic efforts and establish a lasting legacy that aligns with their values. However, this ...

Choosing among various charitable-giving options can be a challenging proposition for your clients. The most common options are creating a private foundation (PF), contributing to a donor-advised fund ...

A will is one of the most important legal documents you’ll ever make, and if you’re one of the 68% of Americans without a will, now is the perfect time to create one. August is National Make-a-Will ...

A Poway couple are in the process of creating a Poway Community Foundation under the San Diego Foundation’s umbrella to raise funds for nonprofits in the city. Ginger Couvrette, a Poway Unified School ...

This partner content is brought to you by Jean O’Toole. Jean O’Toole is an educational consultant and author of the bestselling book, 'Scholarship Strategies Finding and Winning the Money You Need'.

In 2001, Carmen and Alcario Castellano won a multimillion-dollar fortune in the California Lottery and quickly set about creating the Castellano Family Foundation. Since then, the San Jose, Calif., ...

Founded in 1996 by Tiger Woods, TGR Foundation believes everyone can be a champion. With a commitment to a world where opportunity is universal and potential is limitless, TGR Foundation’s mission is ...