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Pivotal Philanthropic Stages: A Look at the Lifecycle of a Foundation
DATE:
Tuesday
October 17, 2023
TIME:
1:00 PM ET
10:00 AM PT
DURATION:
60min

One of the many benefits of having a private foundation is that it lives in perpetuity, creating numerous opportunities for advisory professionals to offer support and guidance to their HNW clients at key intersections along the journey. From goal setting and technical planning around taxes and wealth transfer to program evaluation and inviting the next generation into the conversation, foundations can be an “estate plan in action,” helping provide a mechanism for families to cement their goals, collaborate to effect change and strengthen their legacy. 

Join one of the leading experts on private foundations to:
  • Take a deep dive into the pivotal stages of a private foundation’s lifecycle
  • Understand the key legal and operational considerations when starting, and operating a private foundation
  • Get insights that can help estate planning and wealth management specialists guide their HNW clients on family philanthropy
EARN CE CREDIT
Continuing Education (CE) and Continuing Legal Education (CLE) Credits for Live Attendees: CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Creditshave been applied for and are pending approval.
Featured Speakers
 
Jeffrey D. Haskell
Chief Legal Officer
Foundation Source
Susan Lipp - Moderator
Editor in Chief
Trusts & Estates
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Archived versions of webinars from Trust & Estates are available
for viewing On Demand shortly after broadcast. Register today and you will
receive an email with login instructions as soon as the replay is available.
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