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

9:55 AM to 10:00 AM | BREAK

10:00 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 | Private Foundation Grantmaking Strategies: 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

• Jennifer Becker Harris, CPA, MST
• Deby MacLeod, CPA, CGMA
• Kathryn Okimoto, CPA, MST
• Sarah Huang, CPA, MST
• Lisa McCreedy, CPA
• Celia Davis, CPA

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