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

Now Available On Demand

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.  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.

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


Cara Howe Santoro
Cummings & Lockwood's Private Clients Group


Susan Lipp - Moderator
Trusts & Estates