What is a Family Endowment?

A family endowment is a fund that is created to support certain nonprofits through investments. The principal amount is given to the organization, usually a hospital, church or a school, and is then invested. The principal is never disbursed; only the earnings are, so the endowment should be able to continue in perpetuity.

Easily save clients thousands in taxes.
Scan client returns.
Uncover savings.
Export a professional tax plan.