Family Foundation Advisor
Emeritus Editor: Katherine E. David, J.D.
Founding Editor: Jerry McCoy, J.D.

Expert guidance for effective foundation management, development and grant-making.

For twenty years, Family Foundation Advisor served as an authoritiave source devoted exclusively to helping family foundation administrators and their professional advisors preserve foundation assets, avoid legal pitfalls and ensure that the foundation has a positive impact on the community it serves.  FFA concluded publication of new material at the end of 2021.  This online archive preserves the best of FFA since 2003.  Written by leading authorities on foundation management and law, Family Foundation Advisor reviews legal and regulatory developments and provides many "evergreen" ideas and strategies for investment and asset protection, taxes and estate planning, compensation, fiduciary issues, and other important legal issues, with a special focus on private, family-directed nonprofits. Issues focus on the full range of legal and business issues facing foundations, including:
  • Asset management
  • Accounting and financial reporting requirements
  • Disclosure requirements
  • Estate planning techniques
  • Foundation management
  • Funding trends
  • Grantmaking
  • Investment strategies
  • IRS rulings and compliance requirements
  • Legislative developments
  • Tax planning strategies
  • Strategies for family involvement and conflict resolution
  • Marketing/positioning the foundation

Related Publications:
Journal of Taxation of Investments

Complete Guide to Nonprofit Organizations
Complete Guide to Retirement Plans for Small Businesses




Family Foundation Advisor
Format: Online Archive
ISSN: 1537-9485
E-ISSN: 2157-0914
Annual Online Subscription: Individual $99.95

Library/Institutional: $199.95




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