Attendees Earn CE Credit | Webinar Dec.11th
| 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
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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 |
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| 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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