2024 Private Foundation Conference:
Day Two, Morning Sessions

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Presented on October 30, 2024

Matt Parsons, Principal, Not-for-Profit Practice
Maggie Elliott, Senior Manager, Foundations Practice
Dianne Bailey, Managing Director and National Philanthropic Strategy Executive, Bank of America
Saskia de Boer, Partner, Stoel Rives LLP
William Jarvis, Managing Director and Philanthropic Executive, Bank of America Private Bank
Michael Strauss, Managing Director and Senior Investment Strategist, Bank of America Private Bank

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:

  • Beyond the 5% Rule: Spending Policy for Private Foundations
  • Governance, Risk, and Compliance in a Changing World

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

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