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Managing Risk in Private Foundations: Compliance Fundamentals

March 15 @ 1:00 pm - 2:00 pm EDT

Private foundations offer a robust philanthropic toolkit and are the gold standard for helping families build lasting legacies – but they can be tricky for donors to administer on their own without clear guidance. Join this session with Foundation Source’s Chief Legal Officer Jeffrey Haskell for important insights on the substantive rules that govern private foundations. Learn what activities are permissible, which require advance IRS approval and the most common trouble spots to help your clients steer clear of compliance issues and penalties.

Some of the topics covered will include:

  • Employing a family member
  • Making scholarship and hardship or disaster relief grants
  • Transactions between a foundation and its insiders
  • Guidelines for avoiding jeopardizing investments

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Speakers include:


Jeffrey D. Haskell, J.D., L.L.M.
Chief Legal Officer
Foundation Source


Susan Lipp – Moderator
Editor in Chief
Trusts & Estates


March 15
1:00 pm - 2:00 pm EDT
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