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.
SPONSORED BY
Stefania L. Bartlett
Counsel
Cummings & Lockwood's Private Clients Group
Cara Howe Santoro
Associate
Cummings & Lockwood's Private Clients Group
Susan Lipp - Moderator
Editor-in-Chief
Trusts & Estates
