services: Corporate Tax Services Private Client Services
Industries: Nonprofit

Understanding the best way to run your foundation, with limited staffing and countless regulations to consider can be challenging. Private foundations are subject to their own set of particular rules and operating considerations, such as:

  • grant payout
  • excise taxes and estimates
  • unrelated business income
  • self-dealing and related party transactions
  • excess business holdings
  • foreign grant making
  • program-related investments
  • governance
  • utilization of multiple funding vehicles
  • direct charitable activities

 

Join us as our team of experts share best practices, trends, pitfalls, and their personal experiences with private foundations. This informal, yet informative panel discussion will be an open Q&A format aimed to cover what really matters and what you need to know to stay ahead of the game and in compliance with regulations, policies and audits.