Private Foundations

• Tax deductions up to 30% of AGI (cash)
• Tax deductions up to 20% of AGI (appreciated Property)
• Extensive paperwork and annual filing
• Legal, accounting, setup costs, and ongoing management fees
• Excise taxes paid on investment income
• All financial details must be available to the public

• Tax deductions up to 50% of AGI (cash)
• Tax deductions up to 30% of AGI (appreciated property)
• Minimal, streamlined paperwork
• No setup costs and reasonable annual fees
• No excise taxes, and no required payouts
• Anonymous gifts an option

For more information, contact:
William R. Levy
Director of Philanthropic & Endowment Services
Brown Brothers Harriman Trust Company, N.A.
215.587.6311
bill.levy@bbh.com