Timely Updates on Private Foundation Giving Matters

Date: Tuesday, May 21, 2024
Time: 12:00pm - 1:00pm
Location: Luncheon at San Antonio Country Club
Speaker: John Johnson, Managing Director & Jeffrey D. Haskell, J.D., LL.M., Chief Legal Officer

"Timely Updates on Private Foundation Giving Matters"

Description & Objective: 

When it comes to formal charitable giving vehicles, private foundations offer the most flexibility and creativity for philanthropic endeavors. As they also are the most intricately structured, this presentation will help advisors understand some of their more complex issues, namely:

  • How they differ from donor-advised funds (DAFs) and how the two may be used in tandem for ultimate giving synergy
  • How they can engage in charitable investing.  Specifically, via program- and mission-related investments.
  • Implications of the proposed legislation to regulate private foundation grants to donor-advised funds
  • Prerequisites:  None
  • Experience Level: Overview
  • Advanced Preparation: None
  • Teaching Method: Lecture

CE Submission:

  • CLE - 1 Hour Approved 
  • CFP - 1 Hour Approved
  • CPE - 1 Hour Approved
  • CTFA - 1.25 Hours Approved

Event Information:  Registration will open at 11:30am - Program will begin at 12:00pm.  NOTICE:  Please arrive early as the country club is under extensive renovations and parking spaces close to the front entrance may not be available.

Related Document(s):

See Upcoming Event Calendar