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2021 AICPA & CIMA National Tax & Sophisticated Tax Conferences with Private Foundation Summit

PFS2112 - Striking a Balance

Nov 18, 2021 3:55pm ‐ Nov 18, 2021 4:45pm

Standard: $49.00


Private Foundations want to help charities in the time when funding is desperately needed, but have to balance protecting their endowments so as to not jeopardize their own sustainability. Look at determining budgeting, payout rates, use of issuing charitable bonds and other creative ways foundations are responding to current needs.


  • Sally E. Bednar, Managing Director, Head of Capital Markets and ESG Solutions Group Public Finance - Municipal Department, Wells Fargo Securities
  • Mai-Anh Tran, Chief Financial Officer, Ford Foundation
Category: General Session Onsite and Online

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