Operating Charitable Entities: Help clients choose their philanthropic paths through a private foundation or donor-advised fund

Wednesday, December 11, 2019 | 2:00 pm ET / 11:00 am PT

Not knowing the different types of foundations—and when a client should instead contribute to a public charity or a donor-advised fund (DAF)—can be dangerous to a client’s wealth and philanthropic objectives. Learn More

PRESENTER:
Stefania L. Bartlett
Counsel
Cummings & Lockwood's Private Clients Group

PRESENTER:
Cara Howe Santoro
Associate
Cummings & Lockwood's Private Clients Group

MODERATOR:
Susan Lipp
Editor-in-Chief
Trust & Estates

This webinar will explore private foundations (PFs) and DAFs, including factors to consider when thinking of creating a PF or establishing a DAF; and will compare the varying income tax consequences, administrative responsibilities, tax compliance and filing requirements, permissible grants, family legacy planning and termination.

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

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