Mastering Expenditure Responsibility

Mastering Expenditure Responsibility

Mastering Expenditure Responsibility Navigating the complexities of expenditure responsibility is paramount. As private foundations strive to fulfill their philanthropic missions while adhering to stringent regulatory guidelines, mastering expenditure responsibility emerges as a cornerstone of effective grant-making. In this comprehensive guide, we review the intricate landscape of expenditure responsibility, offering private foundations a roadmap to navigate […]

Philanthropic Planning: Creating and Structuring Charitable Giving

Crewe Foundation Services

Philanthropic Planning: Creating and Structuring Charitable Giving Philanthropic planning serves as a vital framework for individuals and organizations looking to channel their resources into meaningful charitable endeavors. This article delves into the world of philanthropic planning, exploring its significance in aligning charitable giving with personal values, financial resources, and broader goals. We emphasize the importance […]

The Impact of Philanthropic Partnerships

Crewe Foundation Services

The Impact of Philanthropic Partnerships Philanthropic partnerships are like lighthouses in the ever-changing sea of social change, offering both hope and new ways to address big issues. These partnerships are more than just about money; they bring together private companies, non-profits, and sometimes government bodies to work as a team. This isn’t just about one […]

Corporate Foundations: Best Practices, Pros and Cons

Crewe Foundation Services

Corporate Foundations: Best Practices, Pros and Cons Corporate foundations are a significant part of the philanthropic landscape, offering a structured way for businesses to engage in social responsibility and community investment. Understanding their best practices, as well as their pros and cons, is important for businesses looking to establish their own foundation or for those […]

Private Foundation Tax Planning: A Comprehensive Guide

Crewe Foundation Services

Private Foundation Tax Planning: A Comprehensive Guide Tax planning can be a daunting task, especially when it comes to private foundations. These organizations have unique tax considerations that require careful understanding and strategic action. Understanding Private Foundation Status Private foundations are nonprofit organizations that people, families, or businesses establish to support charitable causes. To enjoy […]

The Role of Private Foundations and Charitable Trusts in Improving the Future of Communities

Crewe Foundation Services

The Role of Private Foundations and Charitable Trusts in Improving the Future of Communities Private foundations and charitable trusts have emerged as vital players in the arena of community development, significantly enhancing the lives of individuals and addressing various social challenges. These philanthropic entities, with their deep commitment to societal welfare, have become instrumental in […]

Bunching Charitable Donations in DAF: A Tax Deduction Strategy

Crewe Foundation Services

Bunching Charitable Donations in DAF: A Tax Deduction Strategy As the new year approached, many individuals looked for opportunities to maximize their tax deductions while also supporting causes close to their hearts. One effective strategy that has gained popularity in recent years is known as “bunching” charitable donations in a donor-advised fund (DAF). This strategy […]

How Much Charitable Giving is Tax Deductible?

Crewe Foundation Services

How Much Charitable Giving is Tax Deductible? The amount of charitable giving you can deduct each year varies based on the type of gift you make, to what type of charitable organization and your annual adjusted gross income. Income tax deductions made to a public charity, or donor advised fund like with Crewe Foundation, are […]

How To Correctly Navigate Private Foundation Tax Rules

Crewe Foundation Services

How To Correctly Navigate Private Foundation Tax Rules Private foundations receive certain tax incentives to encourage philanthropic giving, including income tax savings, tax-free growth of assets, capital gains tax savings and estate tax savings, among others. They also come with serious conditions to qualify for those tax breaks—though for the right client, private foundations can […]

Bunching Contributions, a Year-End Charitable Giving Strategy

Crewe Foundation Services

Bunching Contributions, a Year-End Charitable Giving Strategy As the end of the year approaches, it’s time to start thinking about how you want to allocate your charitable giving. There are several different ways to approach year-end giving, and the best strategy for you will depend on your overall financial goals. If you’re looking to maximize […]

Open a New DAF Account

Tell us a bit about yourself.

"*" indicates required fields

Name*

Thank you!

Please download, complete, and return the following forms:


The above documents will also be forwarded to you by email.  Please return signed forms via email to info@cfs.octiv.site or by fax to (801) 563-1971.

You will be contacted by a Crewe Foundation Specialist when your new account has been created and is ready for funding.