501(c)(3) · Charitable · Legacy

Private
Foundation

Create a charitable organization under your control. Deductible contributions. Grant-making authority. A legacy that lasts.

Start Your Foundation — $497See What's Included
How It Works

The Foundation Cycle

You / Your Business
Make a deductible contribution to the foundation
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The Foundation
Grows tax-free. Investment income taxed at 1.39%.
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Your Grants
You direct grants to causes you care about. Deductible.
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Lasting Impact
Your family carries the foundation forward for generations
Tax Benefits

Three Layers of Tax Advantage

30%
Contribution Deduction
Deduct contributions up to 30% of your Adjusted Gross Income. Carry forward unused deductions for 5 years.
1.39%
Investment Tax Rate
Foundation investment income is taxed at only 1.39% — compared to up to 20%+ for individuals.
100%
Grant Deductibility
All qualifying distributions to 501(c)(3) charities are 100% deductible from the foundation's income.
Complete Package

12 Documents. Complete Formation Package.

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Articles of Incorporation
Formally creates the private foundation as a nonprofit corporation.
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Bylaws
Governs the foundation's operations, board procedures, and decision-making.
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Conflict of Interest Policy
Required by the IRS. Protects the foundation from self-dealing violations.
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Gift Acceptance Policy
Establishes what types of donations the foundation will and won't accept.
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Investment Policy Statement
Guides how foundation endowment assets are invested and managed.
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Grantmaking Policy
Documents how, when, and to whom the foundation makes grants.
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Initial Board Resolutions
First official actions of the board — officer appointments, bank accounts, fiscal year.
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Form 1023 Guide
Step-by-step instructions for applying for 501(c)(3) tax-exempt status with the IRS.
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State Registration Guide
Most states require charitable registration. This guide covers all 50 states.
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Donor Acknowledgment Templates
IRS-required letters acknowledging tax-deductible contributions over $250.
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Form 990-PF Guide
How to prepare the annual information return required of all private foundations.
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Operations Manual
Complete reference for ongoing foundation management and compliance.
Key Features

Full Control. Full Deductibility.

✓Contributions deductible up to 30% of your AGI
✓Foundation investment income taxed at only 1.39%
✓Distributions to qualified charities are 100% deductible
✓Family members can serve as paid directors
✓You retain strategic control as a board officer
✓Grant-making authority over all disbursements
✓Form 1023 application guide included
✓Annual Form 990-PF compliance guide included
Note: After formation, the foundation must file Form 1023 or 1023-EZ with the IRS to obtain 501(c)(3) tax-exempt status. The IRS user fee is $275 (1023-EZ) or up to $600 (full 1023). Your complete application guide is included.
Simple Pricing
$497
Private Foundation — One-time payment
  • ✓Complete 12-document Private Foundation package
  • ✓Form 1023 application guide for IRS 501(c)(3) approval
  • ✓Form 990-PF annual compliance guide
  • ✓State registration guide covering all 50 states
  • ✓One-time payment — no subscription
Start Your Foundation

Templates for informational purposes only. Not legal advice. Consult an attorney.

FAQ

Common Questions