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Private foundations come in all shapes and sizes. Understanding available resources and limitations is important in developing a “right-sized” approach to operating your foundation. What works for one foundation may not work for another. In this white paper, we will examine some key operational and tax concepts which foundations should consider utilizing when developing their own right-sized approach.
The Private Foundation Services team at PKF O’Connor Davies has spent the last two decades providing accounting, assurance, tax and advisory services to the private foundation sector. This valuable experience has allowed us to guide clients through issues and solutions, both small and large. In the process, we have become trusted advisors to over 500 private foundations.
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