Description

This session will discuss direct charitable expenditures, grants, reliance on determination letters, PRI, fiscal sponsors, benchmarking, taxable expenditures, expenditure responsibility and equivalency determination. You will learn when it is appropriate to use each tool in the foundation tool kit.

Speaker(s):

• Andrew Schulz, J.D., General Counsel, Arabella Advisors
• LaVerne Woods, J.D., Partner, Davis Wright Tremaine LLP
• Jane M. Searing, CPA, M.S. Taxation, Shareholder, Clark Nuber PS