Comparing Private Foundations and Donor-Advised Funds

Comparing Private Foundations and Donor-Advised Funds explains the important differences between private foundations and donor-advised funds including:

· Types of assets that may be donated

· Grantmaking capabilities

· Tax advantages

· Other considerations, such as ability to reimburse for expenses and pay compensation

As a private foundation specialist, presenter Mark Land invites you to compare both charitable vehicles to see which one best meets your client’s needs and objectives.


About the Presenter:

Mark Land, Senior Managing Director, comes to Foundation Source with a background in financial services and philanthropy.   Before joining us, Mark served as Vice President, Trust and Investment Advisor at High Point Bank, where he focused on the expansion of personal trust and nonprofit service relationships within the Triad region of North Carolina. Prior to that, he was Managing Director at Wells Fargo Bank’s Center for Planned Giving. Other positions held include Senior Campaign Consultant at Whitney Jones, Inc., and Director of Alumni Relations at University of North Carolina School for the Arts.   Mark’s philanthropic activities include the YMCA of Northwest North Carolina, Samaritan Ministries in Winston-Salem, N.C., and the North Carolina chapter of the Partnership in Philanthropic Planning. He was a ballet major at University of North Carolina School of the Arts prior to becoming a dancer with North Carolina Dance Theater.