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2021 Private Foundation Basics Webinar

July 27 @ 9:00 am - 1:00 pm

$100

Join Clark Nuber professionals on July 27, 2021 for the Private Foundation Basics Webinar. This seminar is a great opportunity to learn about the fundamentals of private foundations, answer the common questions, and understand what makes them different from other types of charitable entities. The course is designed to provide you with planning opportunities to ensure your private foundation successfully operates within the regulatory boundaries.

AGENDA

9:00 AM to 9:55 AM | Primer: Historical background, legal basics, and accounting considerations for private foundations.
Presented by Jennifer Becker Harris and Deby MacLeod

10:00 AM to 10:05 AM | BREAK

10:05 AM to 11:00 AM | Compliance Review: Walk-through of the Form 990-PF and highlight of key sections to review.
Presented by Kathryn Okimoto and Lisa McCreedy

11:00 AM to 11:15 AM | BREAK

11:15 AM to 12:10 PM | High-Level Oversight: Keeping your private foundation safe from the pitfalls of self-dealing, excess business holdings, and taxable expenditures.
Presented by Sarah Huang and Celia Davis

12:10 PM to 12:15 PM | BREAK

12:15 PM to 1:00 PM | Creative Grantmaking Strategies: New strategies for private foundations to reach those with the greatest need, including use of program related investments, grants to individuals, and foreign grantmaking.
Presented by Kathryn Okimoto and Sarah Huang  

PRESENTERS

WHO SHOULD ATTEND

  • Leaders of small private foundations
  • CFOs, controllers, and accountants new to private foundations
  • Private foundation directors, trustees, and officers
  • Investment advisors and financial professionals
  • Family office managers and advisors
  • Philanthropic individuals considering a private foundation structure
  • Anyone else looking for a refresher on private foundation basics

REGISTRATION

In order to attend this virtual event, please register HERE AT EVENTBRITE.COM

EVENT INFORMATION

  • Date: July 27, 2021
  • Time: 9 AM to 1:00 PM (with breaks)
  • 4.0 technical CPE credits available
  • Cost: $100
  • Platform: GoToWebinar

Details

Date:
July 27
Time:
9:00 am - 1:00 pm
Cost:
$100
Website:
https://2021_pfbasics.eventbrite.com

Organizer

Lindsay Rose
Phone:
425-635-4588
Email:
lrose@clarknuber.com

Events Contact

Lindsay Rose
Marketing Senior Manager
Clark Nuber
Contact Lindsay

Recruiting Events Contact
Lizzie Rahm
Human Resources Senior Manager
Phone: 425-635-7430
Contact Lizzie

Upcoming Events

DEI Considerations for Not-for-Profit Board Members

May 18 @ 11:00 am - May 18 @ 12:00 pm

Not-for-Profit “Basics”- Federal Compliance Workshop

May 20 @ 8:30 am - May 20 @ 4:10 pm

Summer Leadership Conference 2021

June 25 @ 9:00 am - June 25 @ 2:30 pm

Not-for-Profit Accounting “Basics” Webinar

July 15 @ 8:30 am - July 15 @ 4:30 pm

2021 Private Foundation Basics Webinar

July 27 @ 9:00 am - July 27 @ 1:00 pm

Not-for-Profit Tax Basics Webinar

August 10 @ 9:00 am - August 10 @ 2:30 pm