Private Foundation Webcast Series

Private foundations encounter a range of issues that many organizations do not, including minimum distribution requirements to excise or income taxes on self-dealing, taxable expenditures, excess business holdings, and unrelated business income.

Our Private Foundations Conference has been transformed into an engaging webcast series, specifically designed to address these challenges. This series delivers timely updates and insights throughout the year, helping foundations navigate the complexities of their financial and operational landscapes.

Join us for engaging sessions featuring industry professionals who will cover essential topics, including:

• Form 990-PF and Private Foundation Excise Taxes
• Managing Self-Dealing Situations
• Comparing Public Charities, Private Foundations, and Donor Advised Funds
• Grantmaking Nuances, Expenditure Responsibility, and Avoiding Taxable Expenditures
• Legislative and Tax Update
• Foundation Compensation and Other HR Issues
• Risk Management
• Basic Governance Practices for Maturing Foundations

Each session will offer CPE credit, making this series not only informative but also beneficial for your professional development. Stay tuned as we continue to add more events throughout the year and be sure to register for the webcasts that interest you and empower your foundation to thrive.

Questions? Please contact Danielle Johns.