© 2026 Become a Philanthropist LLC. Educational purposes only. Not legal or tax advice.
Use a private foundation to legally reduce your tax bill, preserve wealth across generations, and stay in full control of your money.
Most clients uncover $25K–$150K+ in potential tax redirection in under 60 seconds.
Enter your numbers to see your estimated tax exposure and what could be redirected through a private foundation.
A private foundation is a 501(c)(3) nonprofit you control. When you contribute assets — cash, stock, real estate, or crypto — you receive an immediate tax deduction. The foundation then invests and grows those assets tax-free, and you direct grants to causes you care about.
This is the same structure used by the Gates Foundation, Rockefeller Foundation, and thousands of high-income families. It is fully legal, IRS-approved, and has been used for over 100 years.
Deduct up to 30% of AGI for cash contributions, 20% for appreciated assets — in the year you contribute.
Foundation assets grow at a 1.39% excise tax rate on investment income — far below any personal rate.
You choose the investment strategy, grant recipients, and timing. No third-party approval required.
Four steps from evaluation to fully operational foundation.
We evaluate your income, assets, and tax situation to confirm a foundation makes sense for you. Most clients earning $300K+ or holding appreciated assets qualify.
We handle the IRS 501(c)(3) application, governing documents, and state filings. Most foundations are operational within 60–90 days.
Transfer cash, stock, real estate, or crypto into the foundation. You receive an immediate charitable deduction — often eliminating your entire tax bill for the year.
The foundation invests tax-advantaged. You direct grants to qualified charities, family programs, or scholarship funds — on your timeline.
Yes. Private foundations are governed by IRC §§ 501(c)(3), 507–509, and 4940–4945. The IRS has approved this structure for over a century.
No. You remain the foundation's director and control all investment and grant decisions. You can also pay yourself and family members reasonable compensation for foundation work.
File Form 990-PF annually, distribute at least 5% of assets each year, and avoid self-dealing. We handle all of this for you.
You own and control a private foundation. A DAF is a donation to a third-party fund — you lose control and cannot pay family compensation.
Illustrative examples based on common client profiles. Individual results vary.
Contributed appreciated stock pre-sale. Full deduction offset all capital gains.
Contributed $200K cash. Combined federal + state deduction at 48.5%.
Contributed appreciated property. Avoided all capital gains on transfer.
Free, confidential 30-minute strategy session.
A private foundation is not a someday strategy. The deduction applies to the tax year you contribute. Schedule a confidential consultation and find out exactly how much you could redirect — starting this year.
🔒 All consultations are strictly confidential. No obligation.
Pick a time that works for you. No obligation — just a focused 30-minute conversation about your tax situation and whether a private foundation makes sense.
🔒 All consultations are strictly confidential. No spam, no pressure.