PFS

How are the new FASB reporting standards from the last year impacting private foundations and the financial reporting by grantees. What are the reporting considerations for the upcoming year, and what is on the horizon…

No entity (organization, nation, or individual) is exempt from cyber security attacks. These attacks have been used to steal identities, paralyze cities, cause reputational damage, and have cost trillions of dollars to the global economy impacting the consumer, nations, and organizations…

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…

What is Impact Investing and what does a robust social investment portfolio look like? What are the internal structures needed to support that work? What are Opportunity Zones and what are the problems and promises around them? Here from a peer foundation and an expert on Opportunities Zones, that…

This session will provide insights and suggestions related to aligning financial and tax reporting as part of the end of year process, focusing on the coordination of gathering and reporting financial information to various users, including the organization's board, auditors and tax return preparer…

Those charged with management and investments of a private foundation need to understand the definitions of disqualified persons and track who is in this category…

The private foundation is a great tool for a family that wants to control its philanthropic activities.  But, they can be tedious and time-consuming to operate and can present special challenges as the initial funders age and family dynamics shift…

It's been quite a year. Private foundations have been at the crosshairs of global pandemic and social unrest creating tremendous need among grantees combined with a volatile stock market and cloudy economic forecast creating many unforeseen challenges for investment and spending decisions…