2023 Private Foundation Conference

Save the Date: September 19–20, 2023

Private foundations face an array of challenges that many organizations don’t—from minimum distribution requirements to excise or income taxes on self-dealing, taxable expenditures, excess business holdings, and unrelated business income—to name a few.

Join us for our 2023 Private Foundation Conference, in which we’ll cover topics to help you navigate your foundation’s financial and operational complexity. This virtual event offers CPE credit and features presentations from industry professionals on the following topics:

  • Board governance and communication
  • Donor advised funds
  • Legislative updates and hot topics
  • Outsourcing: how and when to outsource grants compliance, or accounting and finance work
  • Form 990-PF: attorney versus CPA perspective
  • 501c4
  • Diversity, equity, and inclusion practices

Sign up to be notified when registration opens.

Curious about last year’s conference? Watch highlights from Day One and Day Two of the 2022 conference.