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AICPA & CIMA ENGAGE 2021

ENG2110 - ENG2110. Philanthropy in a Family Office


Jul 27, 2021 2:30pm ‐ Jul 27, 2021 3:45pm


Standard: $49.00

Description

Philanthropy is a key element of many estate plans but little attention gets paid to the operational considerations in the planning process.  This session will review considerations, conflicts and best practices in the areas of Operations, Governance, Investments and GrantMaking, across all forms of philanthropic endeavors, both within and apart from a Family Office Context.  We will, however, highlight issues that may be unique to the operation of a Family Office.   Issues of succession and transition planning will be addressed as well.  The session assumes some level of experience or expertise with the basic entities and operational considerations. 

Learning Objectives:
  • Recognize issues and considerations that should be addressed w/r/t succession and transitions in foundations
  • Outline considerations for family office executives and advisors with respect to philanthropic activities generally
  • Discuss skillsets and considerations for families and FO executives when moving across areas of philanthropic activity
  • Identify how you can help families define Impact and what it means to them - citing examples and best practices depending on different definitions of "impact"

Speaker(s):

Tags: EST TAX CFP

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