Grow AUM by Owning the
Private Foundation Conversation

Differentiate your practice, deepen client relationships, and capture larger, more stable pools of capital by guiding high-net-worth families into compliant private foundations with Tax Exempt Hero as your behind-the-scenes expert.

The Philanthropy Advantage

Turn Philanthropic Intent into Long-Term AUM

The Opportunity

Private foundations can anchor 7–8 figure relationships. When you lead the conversation, you become the architect of a family’s legacy not just their portfolio.

Capture charitable dollars that might otherwise leave your practice.
Position yourself as a strategic partner to multi-generational families.
Create structured, long-horizon pools of assets under management.
Open doors to COIs: attorneys, CPAs, and philanthropic advisors.

The Challenge

Most advisors avoid foundations because they fear complexity, liability, and time drain leaving a powerful differentiator on the table.

Unclear on formation steps, timelines, and costs.
Concerned about IRS rules, self-dealing, and compliance.
No internal team dedicated to foundation administration.
Fear of promising more than your practice can support.

Tax Exempt Hero removes these barriers so you can confidently bring foundation strategies to your best clients without becoming a compliance officer.

What We Do for Advisors

Done-With-You Foundation Formation & Compliance

Tax Exempt Hero acts as your behind-the-scenes foundation specialist. You stay in the relationship and investment seat we handle the tax-exempt heavy lifting.

Our core services for advisors and their HNW clients include:

Private foundation planning, design, and entity formation.
IRS applications, filings, and tax-exempt status maintenance.
Compliance oversight to avoid self-dealing and excise tax issues.
Ongoing guidance on grantmaking strategy and documentation.
Collaboration with your investment process to keep assets aligned.
White-labeled support so you appear as the orchestrator.

How Tax Exempt Hero Supports Your Practice

We attend client meetings as your specialist or stay entirely behind the curtain.
We provide clear talking points, deck slides, and language you can use with prospects.
We flag compliance issues before they become problems protecting you and your clients.
We help document impact and outcomes, giving families a reason to stay engaged with you.

Outcome: you become the advisor who can connect tax, investment, and purpose for your best clients without building a back-office you don’t want.

Where This Fits in Your Book

Advisor & Client Scenarios We See Every Week

Use these as a checklist against your existing clients. If you can name a specific household for each scenario, your free consultation will pay for itself in ideas alone.

Entrepreneur With Liquidity Event

Client sells a business or significant equity position and wants to “do something meaningful” with a portion of the proceeds.

Advisor win: structure a private foundation seeded from the event, retain investment oversight, and open a multi-generational planning relationship.

Multi-Generational Family Governance

Patriarch/matriarch wants the next generation involved in giving, but worries about entitlement and alignment.

Advisor win: use a private foundation as the structure for family meetings, investment education, and shared decision-making with you at the center.

Existing Donor-Advised Fund Client

Client has outgrown the limitations of a donor-advised fund and wants more control, identity, or staff involvement.

Advisor win: explore transitioning to a private foundation that you continue to manage, with Tax Exempt Hero guiding structure and compliance.

During your free consultation, we’ll map these scenarios to specific households in your book and quantify the AUM opportunity for each.

Why Advisors Partner With Us

Grow AUM, Deepen Trust, Reduce Risk

You don’t need to become a tax attorney or build a compliance department. You just need a partner who lives and breathes private foundations.

Grow AUM: convert charitable intent into long-term, managed pools of capital.
Deepen relationships: facilitate meaningful conversations about values, impact, and legacy.
Differentiate your practice: stand out from advisors who only talk about investments and taxes.
Lower operational burden: we handle the technical and regulatory details behind the scenes.

Questions Advisors Ask

FAQs About Working With Tax Exempt Hero

Do you work directly with my clients, or only through me?

We can operate in either model. Some advisors prefer to introduce us as their foundation specialist and have us in client meetings. Others prefer that we work entirely behind the scenes, equipping you with talking points, documents, and analysis. We’ll align on the right approach for each relationship.

What size clients are a good fit for a private foundation?

Every situation is different, but we typically see strong fits with clients who have $5M+ net worth and are giving at least $50k–$100k per year to charitable causes, or who are planning a significant liquidity event. During your consultation, we’ll apply more detailed thresholds to your specific client base.

Won’t this create a lot of extra work for my team?

Our role is to reduce the operational burden, not add to it. We handle entity formation, IRS filings, and ongoing compliance tasks. Your team stays focused on planning and relationship management while we manage the technical foundation work.

How are you compensated?

We typically work on a transparent project or retainer basis with the client, and can coordinate with your fee model as needed. The focus of the consultation is to determine scope and fit—we’ll walk through options before anything moves forward.

Is this only for US-based clients?

Our core expertise is in U.S. private foundations and compliance with IRS rules. If you have cross-border or non-U.S. situations, we can discuss whether we’re the right fit or whether we should collaborate with specialized counsel.

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.