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Conference on Tax Strategies for the High-Income Individual 2015 - Virtual

Private Foundation Impact Investing

‐ May 17, 2015 1:05pm

This session will focus on the differences (and similarities) between social investing and program-related investing. The session will also address the needed due diligence and oversight on a foundation’s investments portfolio. You will understand:
• How different classes of investments affect the 5% requirement
• Implications and uses of new alternative entities


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