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2022 AICPA & CIMA Private Foundation Summit

PFS2208 - Increasing the Tools in the Charitable Toolbox to Accomplish Your Charitable Mission


Dec 13, 2022 12:55pm ‐ Dec 13, 2022 2:10pm


Description

Founders of private foundations often have many charitable interests. This session will explore how these charitable interests can be satisfied by utilizing other philanthropic vehicles. Issues of control, relatedness and funding will be covered as we explore this expanded world of philanthropic vehicles.

Learning Objectives:
  • Appreciating the rules of how organizations can be commonly controlled or related to a private foundation and why it matters.
  • Understanding the various vehicles donors use in conjunction with private foundations to accomplish charitable purposes.
  • Any applicable legislative updates which may be applicable to the session (i.e. ACE Act.)

Speaker(s):

  • Jane M. Searing, CPA, Managing Director, Deloitte Tax LLP, Global Center for Excellence in Philanthropy
Category: General Session (Online)

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