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Conference on Tax Strategies for the High-Income Individual 2014


Part I: Organizing a Private Foundation


May 18, 2014 8:05am ‐ May 18, 2014 9:20am

Standard: $29.00

Description

The decision to form a private foundation has many facets. This session will offer ideas for helping private foundation creators achieve best results in choosing to start a PF, DAF or an SO, measuring charitable intention and enhancing deduction for funding a PF. The session will also cover:
• Evaluating and measuring suitability for managing a PF
• How, when and with what will the foundation be funded?
• What types of activities will the foundation undertake — grant making, direct charitable activities or some combination?
• Who will staff and operate the foundation?
• How can one train funders to follow PF rules?

Speaker(s):

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