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Not-for-Profit Industry Conference 2017


NOT1734 - Leveraging Charitable Intent - Planning options - PF vs. SO vs. DAF


Jun 22, 2017 1:00pm ‐ Jun 22, 2017 2:15pm

Standard: $49.00

Description

Once charitable intent has been established, the challenge becomes leveraging that intent and identifying the right vehicle in which to achieve the donor’s philanthropic objectives.  Prospective philanthropists often default to the private foundation model as their philanthropic vehicle of choice, but is that always a wise decision?  Other options may include private operating foundations, donor-advised funds, supporting organizations, or other vehicles.  This session will walk attendees through the thought process in analyzing different philanthropic models and what factors to consider, including the level of control desired, whether the organization is intended to exist in perpetuity, the amount and timing of anticipated donations, the expected level of participation in the endeavor, and more. 

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Tags: TAX

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