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Friday, February 17, 2023

Managing Danger in Personal Foundations: Compliance Fundamentals

Personal foundations supply a strong philanthropic toolkit and are the gold normal for serving to households construct lasting legacies – however they are often tough for donors to manage on their very own with out clear steerage. Be a part of this session with Basis Supply’s Chief Authorized Officer Jeffrey Haskell for essential insights on the substantive guidelines that govern personal foundations. Study what actions are permissible, which require advance IRS approval and the commonest bother spots to assist your purchasers keep away from compliance points and penalties.

A number of the subjects coated will embrace: 

  • Using a member of the family
  • Making scholarship and hardship or catastrophe aid grants
  • Transactions between a basis and its insiders
  • Pointers for avoiding jeopardizing investments

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by


Jeffrey D. Haskell, J.D., L.L.M.

Chief Authorized Officer

Basis Supply


Susan Lipp – Moderator

Editor in Chief

Trusts & Estates



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