Simplify Your Clients' Charitable Giving Strategies with Expert Foundation Support

You design the estate plan. We handle the 501(c)(3) formation and foundation administration. Together, we help your clients create lasting legacies without adding to your workload.

The Challenge You Face

Your clients have growing needs, but your time is limited.

Estate planning clients increasingly want:

Private foundations as part of their wealth transfer strategy
Charitable trusts and split-interest arrangements
Legacy vehicles that engage multiple generations

But you don't have time to:

Prepare IRS Form 1023 applications
Manage ongoing foundation compliance
Track self-dealing rules and payout requirements

How Tax Exempt Hero Supports Your Practice:

We become an extension of your team, handling the technical details so you can focus on client relationships.

Post-Establishment Administration

You draft the estate plan and foundation documents. We handle:

IRS Form 1023 submission and approval

Bylaws, conflict policies, and board setup

Ongoing grant management and compliance monitoring

5% payout tracking and board meeting support

Integrated Planning for Your Clients

Comprehensive coordination for complex arrangements:

Testamentary charitable trusts with foundation components

Family limited partnerships with charitable giving tiers

CRT, CLT, and CLAT administration coordination

Succession planning for multi-generation foundations

Your Expertise, Amplified

Expand your practice without the overhead:

Offer clients full-service charitable planning

Reduce liability by partnering with compliance specialists

Strengthen referral relationships with CPAs and wealth advisors

Quarterly CE Webinars

Stay current with expert-led education:

Estate planning + foundation compliance topics

Self-dealing avoidance in family foundations

Charitable deduction optimization strategies

Co-hosted webinars with your firm (optional)

Common Client Scenarios We Support:

Scenario 1: Testamentary Foundation
Client's estate plan includes a bequest to fund a private foundation at death. We handle post-death formation, IRS approval, and first-year compliance.

Scenario 2: Living Foundation for Tax Planning
Client wants to establish a foundation now to maximize charitable deductions. We handle formation while you structure the contribution strategy.

Scenario 3: Family Foundation Governance
Multi-generation family needs clear governance, grant policies, and succession planning. We provide templates and ongoing board support.

Scenario 4: Charitable Trust + Foundation Hybrid
Client funds a CLT that distributes to a family foundation. We coordinate with the trustee and manage foundation compliance.

Not Sure Where to Start?

Get Your Partner Kit Here

Talk to a Specialist

Book a 20-minute collaboration call and get your questions answered.

Our Guarantee

Administrative Accuracy Guarantee: If an IRS issue is caused by our preparation, we fix our work at no extra service fee.

What We Do

We provide administrative preparation and educational support. We do not provide legal or tax advice. 990-PF tax return preparation is coordinated through our partner CPA network.