A Strategic Plan for Smart Philanthropy

Money Well Spent by Paul Brest and Hal Harvey

“Money Well Spent by Paul Brest and Hal Harvey presents a balanced, well-articulated overview of recent thinking on philanthropy. Supported with informative anecdotes and examples from the authors’ own significant experience in the field, the book highlights the ways in which donors, foundations, and other philanthropic vehicles can become more strategic in their philanthropic giving”. — Lauren Tulp

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CLIENT ADVISORY

Summary: Foundations risk tax penalties for failure to perform due diligence, and for making grants to certain types of supporting organizations. Following certain guidelines will keep your foundation out of trouble.