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AICPA National Tax & Sophisticated Tax Conferences with Private Foundation Summit 2020

PFS2005 - Developing Thoughtful Investment and Spending Policies in Pursuit of the Foundation’s Objectives

Nov 18, 2020 3:00pm ‐ Nov 18, 2020 3:50pm

Standard: $49.00


This session will provide a refresher on the relationship between investment and spending policies and how they can affect the Foundation's future. We'll take a look at what financial leaders and CPAs should inquire about and how to prepare for the next financial crisis.

Learning Objectives:
  • Understand the relationship between investment and spending decisions
  • Determine how to plan for the foundation's future based on these investment and spending decisions


Tags: PFS
Category: General Session (Online)

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