Funding a Private Foundation

Multiple assets and securities can be contributed to establish your Private Foundation. Once your foundation is established, it is ready to be funded. Contributions can be made at one time or added to at any time in the future, including as a bequest at death.

You may use any of the following to fund your foundation:


Cash can be wired, transferred from an existing account or deposited with a check made out to the foundation.

Publicly Traded Stocks, Bonds and Mutual Funds

Publicly traded stocks, bond and mutual funds can be transferred from their existing account at another financial institution or fund family.

Restricted, Closely Held or Non-Publicly Traded Securities

If the contribution involves restricted stock or other non-publicly traded securities, please contact us toll free at 800-535-4720 for assistance. We will work with the administrator to have them review your holdings. We will then advise you regarding the ability to accept the security.

Real Estate

Real estate contributed to a Private foundation needs to be reviewed to make sure that it does not create any unforeseen situations down the road. For example, a gas station property with ground contamination. Please contact us toll free at 800-535-4720, so that we can help you review your real estate to make sure that it is an acceptable asset to donate.

Deferred Contributions

Private Foundations can be named as the beneficiary of, and receive distributions from, a charitable bequest, a charitable remainder trust, a charitable lead trust, and qualified retirement plan. Simply name the private foundation as the beneficiary of your asset.

Art Work, Antiques and Collectable's

These assets require a qualified appraisal to determine the fair market value of the asset to determine the tax deduction amount allowable. Please contact us toll free at 800-535-4720, so we can help you review the asset for contribution.

Tactical Wealth Advisors, LLP
Investment advisory services are provided through Tactical Wealth Advisors, LLP a Registered Investment Advisor. The information contained on this site is for educational purposes only, it is not intended to be professional tax or legal advise; consult a tax advisor about your specific situation.


Donor Advised Funds

Using a Charitable Trust with a Private Foundation


Be sure to visit our other Charitable Estate Planning Web Sites at: