Demystifying the Schedule A Public Support Test

Diverse volunteers packing donation boxes in charity food bank - stock photo

At a glance Schedule a consultation The full story: Schedule A, Public Charity Status and Public Support, can take many nonprofit organizations by surprise, causing them to lose their public charity status if they do not keep a watchful eye on their public support test. However, with proper planning and forethought, many public charities can…

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Donor-Advised Funds vs. Private Foundations for Charitable Giving: What Is Right for You?

DAF vs. Private Foundations

At a glance: Schedule a consultation today to learn more The full story: Charitably-minded individuals and families with significant wealth have several strategies and vehicles at their disposal for achieving their philanthropic goals. Two of the most popular options among this cohort are donor-advised funds (DAFs) and private foundations. Both options offer unique benefits and…

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