Thumbnail for 2022 AICPA & CIMA Private Foundation Summit

2022 AICPA & CIMA Private Foundation Summit

$29900
Standard Price

This includes sessions from the conference: 2022 AICPA & CIMA Private Foundation Summit

Products

  • Thumbnail for Beyond the PC - Making Grants to Non Public Charities for a Charitable Purpose
    Date
    December 12, 2022

    Although Foundation activities primarily focus on grantmaking to charitable entities, there are multiple options to consider as we seek to expand our philanthropic toolbox. This session covers grantmaking to for-profit entities, foreign organizations, individuals; and the ramifications and pitfalls that a Foundation may encounter when venturing beyond the Public Charity (PC).

    Speakers

    Speaker Image for Karen Halazon
    Karen M. Halazon, J.D., LL.M.
    Deputy General Counsel, Bill & Melinda Gates Foundation
    Speaker Image for Lori McLaughlin
    Partner, Exempt Organization Tax, Crowe LLP
    $4901
    Standard Price
  • Thumbnail for Impact Investing: Part I
    Date
    December 12, 2022

    During this session a foundation will present a comprehesive case study that includes examples of recent types of program-related investments they have funded. The foundation will not only discuss the objectives and outcomes of the investments, but the due diligence process and challenges encountered along the way.

    Speaker

    Speaker Image for Aaron Seybert
    Managing Director, Kresge Foundation
    $4901
    Standard Price
  • Thumbnail for Impact Investing: Part II - Legal, Tax and Accounting Considerations
    Date
    December 12, 2022

    During this session we will dive further into the reporting requirements for the program-related investments discussed in the case study from both the financial statement and tax perspective. We will discuss additional legal considerations based on the nature of the program-related investment. We will also highlight other possible structures for program-related investments and the reporting implications for those structures.

    Speakers

    Speaker Image for Candice Meth
    Candice Meth, CPA, MBA
    Partner, EisnerAmper
    Speaker Image for Tomer Inbar
    Partner, Morgan, Lewis & Bockius LLP
    Speaker Image for Craig Fields
    Assistant Controller, The Kresge Foundation
    $4901
    Standard Price
  • Thumbnail for Opening Remarks | Foundation Lifecycle
    Date
    December 13, 2022

    This session will cover the various aspects of a private foundation's life cycle after formation including mergers, split ups, dissolutions and conversion to public charity status.

    Speakers

    Speaker Image for Jeffrey Haskell
    Jeffrey D. Haskell, J.D., LL.M. (Taxation)
    Chief Legal Officer, Foundation Source
    Speaker Image for Jody Blazek
    Partner, Blazek & Vetterling
    $4901
    Standard Price
  • Thumbnail for Increasing the Tools in the Charitable Toolbox to Accomplish Your Charitable Mission
    Date
    December 13, 2022

    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.

    Speakers

    Speaker Image for Jane Searing
    Managing Director, Deloitte Tax LLP, Global Center for Excellence in Philanthropy
    Speaker Image for Nancy McGlamery
    Principal, Adler and Colvin
    $4901
    Standard Price
  • Thumbnail for Foundations Using Their Power and Voices to Advocate for Change Without Violating Federal Tax Laws
    Date
    December 13, 2022

    Private foundations are allowed to engage in advocacy. This session will highlight some examples of how foundations are exerting their influence to make positive changes as well as cover the brightline rules for what is and is not allowed.

    Speaker

    Speaker Image for Abby Levine
    Chief Strategist, Levine Nonprofit Solutions
    $4901
    Standard Price

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