Private Foundation Conference: Day Two, PM Session

LinkedIn Share Button Twitter Share Button Facebook Share Button Other Share Button

Presented on September 20, 2023

Wendy Campos, Partner, Foundations Practice
Jennifer Price, Partner, Not-for-Profit Practice
Colleen Rozillis, Partner, Not-for-Profit Practice
Kinman Tong, Partner, Not-for-Profit Practice
Maggie Elliott, Senior Manager, Not-for-Profit Practice
Annie Rose Favreau, Senior Manager, Not-for-Profit Practice
LeeAnn Stivers, Senior Manager, Not-for-Profit Practice
Tanir Ami, Chief Executive Officer, CARESTAR Foundation
Marisa Meltebeke, Associate, Davis Wright Tremaine LLP
Ken Oliver, Executive Director, Checkr Foundation
Illyasha Peete, Chief of Equity, Justice, and Culture, ClimateWorks Foundation

Explore topics to help you navigate your private foundation’s financial and operational complexity at the second day of our annual virtual conference. Sessions include:

  • Embedding and Operationalizing DEIBJ in Our Missions and Programs
  • Leading with Purpose: Essential Traits of Highly Effective Foundation Boards
  • Ask the Experts Panel

Watch the presentations from the morning session for the second day, and the morning and afternoon sessions of the first day.

Related Topics

2022 Private Foundation Tax Planning Guide
Compare Donor-Advised Funds to Private Foundations
Budget Proposals Could Impact Private Foundations, Tax-Exempt Organizations
File Your IRS Form 990-PF with Confidence

Contact Us with Questions


Enter security code:
 Security code

The material appearing in this communication is for informational purposes only and should not be construed as legal, accounting, or tax advice or opinion provided by Moss Adams LLP. This information is not intended to create, and receipt does not constitute, a legal relationship, including, but not limited to, an accountant-client relationship. Although these materials have been prepared by professionals, the user should not substitute these materials for professional services, and should seek advice from an independent advisor before acting on any information presented. Moss Adams LLP assumes no obligation to provide notification of changes in tax laws or other factors that could affect the information provided.

Assurance, tax, and consulting offered through Moss Adams LLP. Investment advisory services offered through Moss Adams Wealth Advisors LLC.