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Ask The Experts: Private Foundation

Basics for Financial Advisors

DATE:
Monday
September 16, 2024

TIME:
2:00 PM ET
11:00 AM PT

DURATION:
60min

Are you curious about private foundations and how they might benefit your clients? Join our webinar to hear from Gillian Howell, Head of Client Advisory Solutions at Foundation Source, and Alvina H. Lo, Chief Wealth Strategist & Executive Vice President at Wilmington Trust. They will dive into the basics of private foundations and the requirements for creating and maintaining them. They’ll also answer your pre-submitted questions on private foundations and Donor Advisor Funds (DAFs).

In this webinar, you'll learn about:

What private foundations are and how they function
Which clients can benefit the most from establishing a private foundation
The tax implications associated with private foundations
Key differences between private foundations and DAFs

EARN CE CREDIT

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Featured Speakers

Gillian Howell

Head of Client Advisory Solutions

Foundation Source

Alvina H. Lo

Chief Wealth Strategist, Executive Vice President

Wilmington Trust

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.

SPONSORED BY

POWERED BY

WealthManagement.com Real Estate

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