Strategies for achieving impact.

Funded by corporations or families, private foundations are an important source of capital for organizations that advance science, education, and human services. However, these organizations are often impacted by changes in the economy, an unpredictable investment market, and a great degree of IRS regulations.
By closely monitoring private foundations’ investments, BDO’s assurance, tax, and consulting professionals help clients to strategically address the ways in which endowments are invested.
Our professionals deliver a wide range of services, including risk management and assessment services, tax or investigative due diligence, and litigation support. We also advise clients on complex IRS rules for private foundations. Additionally, unexpected capital gains can leave foundations facing penalties for underpayment of estimated taxes. BDO is experienced in guiding clients through these tax analysis and compliance issues, including excise tax.