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SUMMARY:Managing Risk in Private Foundations: Compliance Fundamentals
DESCRIPTION: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. \nSome of the topics covered will include: \n\nEmploying a family member\nMaking scholarship and hardship or disaster relief grants\nTransactions between a foundation and its insiders\nGuidelines for avoiding jeopardizing investments\n\nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval. \n[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” top_padding=”50″ bottom_padding=”50″ text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” class=”feature” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” gradient_type=”default” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_video link=”https://www.youtube.com/watch?v=Rcl-xC_eoGM” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\nSpeakers include: \n \nJeffrey D. Haskell\, J.D.\, L.L.M.\nChief Legal Officer\nFoundation Source \n \nSusan Lipp – Moderator\nEditor in Chief\nTrusts & Estates
URL:https://foundationsource.com/event/managing-risk-in-private-foundations-compliance-fundamentals/
CATEGORIES:Webinars,Webinars - Replays
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