Comparing Public Charities, Private Foundations, and DAFs

Start time:
July 15, 2025 10:00 AM PT
Duration:
1 hour
Location:
Online
Credits:
1
Contact:
Danielle Johns, Baker Tilly, (303) 294-7772
Cost to attend:
Complimentary

Join us for our webcast, Comparing Public Charities, Private Foundations, and DAFs, in which we’ll compare and contrast the similarities, differences and entity structure for public charities, private foundations and donor advised funds.  Please join us to explore which structure may best suit your philanthropic needs.

Register

Speakers

Pamela Alexanderson, Director, Baker Tilly

Pam has practiced public accounting since 2008. She has considerable experience in tax compliance and consulting as well as unrelated business income and board governance, and focuses on large multinational organizations, community charities, health care providers, and educational institutions. Pam devotes much of her time to helping for-profit and tax-exempt organizations with unique tax issues, strategic planning, and compliance services. She sits on the firm’s tax committee for not-for-profit organizations and is a leader of the firm’s not-for-profit tax practice in Albuquerque.

Steve Talbot, Senior Manager, Baker Tilly

Steve has practiced public accounting since 2013, after a 25-year career in publishing and journalism. He serves a wide range of tax-exempt clients, including community charities, arts organizations, hospitals, and private foundations.

Steve works on tax compliance and consulting, including tax research on specific issues affecting the not-for-profit industry. He also writes many of the firm’s articles on topics related to tax-exempt entities.

April Stith, Senior Manager, Baker Tilly

April has been in public accounting since 2001. She focuses on tax-exempt organizations as well as trust and estate clients. April is a trusted business advisor to her clients, providing compliance and consulting in a variety of areas relating to the Form 990 and charitable estate planning. She is a member of the firm's government, not-for-profit, and private client services groups.

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CPE Information

Program Level:
Overview
Credits:
Specialized Knowledge and Application: 1
Delivery Method:
Webcast
Learning Objectives:

Discuss the structure and rules to maintain tax exemption for public charities, private foundations and donor advised funds and identify which structure may be best to fit your philanthropic goals.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Danielle Johns at (303) 294-7772 or send her an email.

Baker Tilly Advisory Group, LP fka Moss Adams LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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Applicable Industries

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.