Understanding Foundations, DAFs, And Other Forms of Philanthropy (Webinar)

May 16, 2018 01:30pm -
May 16, 2018 03:00pm

Event Details

Event Description

Understanding Foundations, DAFs, And Other Forms of Philanthropy
Wednesday, May 16 | 1:30 PM – 3:00 PM | Webinar

Presented by: Don Kramer, Editor and Publisher, Nonprofit Issues
Moderated by: Tish Mogan, Standards for Excellence Director, PANO

Offered in Partnership with: Nonprofit Issues

If you are a donor, a grant-seeker, a philanthropic manager, or a professional adviser to any of them, you need to know the rules that distinguish various philanthropic structures. This webinar will focus on private foundations and their special requirements, but will compare private foundations with donor advised funds, supporting organizations, and other forms of charitable activity.

This webinar will cover:

  • The 2% excise tax on investment income
  • Self-dealing (compared to excess benefits)
  • Minimum distribution requirement
  • Excess business holdings
  • Jeopardy investments and socially responsible investments
  • Taxable expenditures, including the limitations on lobbying
  • Relevant tax information returns and what one can learn from their disclosures 
  • Termination of a private foundation or a donor advised fund
  • Why many “conversion foundations” formed from the sale of charitable hospitals elected to become community foundations to avoid the limitations on lobbying
  • Private foundation rules not only from the perspective of private foundation managers seeking to comply, but also from the perspective of grant seekers seeking to fit their projects within the limitations of a private foundation’s program
  • Alternate means for charitable activity, including the Chan Zuckerberg limited liability company, the gift of the Philadelphia Inquirer to The Philadelphia Foundation, and how the Newman’s Own Foundation resolved its excess business holdings dilemma

CPE & CLE credits are available for this program; to receive credit you must register through Nonprofit Issues.

$40 PANO Members $80 Regular Price

Materials & Login/Call-In Instructions:
Materials (PowerPoint PDF and other handouts), along with, instructions on how to login and call-in, will be emailed to attendees prior to the date of the webinar.

Can’t attend? All webinar registrants will receive the webinar recording!

What Past Participants Said About This Webinar:

“The materials were very comprehensive and great resources to have. The session covered a lot in a short time and was very clear.”

“Overall, a good job explaining complicated material.”

“I think it accomplished its goals of explaining the differences and pros/cons of various charitable vehicles quite well.”


About Nonprofit Issues
Nonprofit Issues® is a national Web newsletter of "Nonprofit Law You Need To Know." Written for nonprofit officers and directors and their professional advisors, Nonprofit Issues provides clear, concise and comprehensive coverage of real issues that affect nonprofits every day. All PANO members receive a 30% discount for a yearly subscription – learn more!


Event Type:Webinar
Category:Standards Other
Early registration ends on Apr 09, 2018.
Regular registration starts on Apr 10, 2018 and ends on May 16, 2018.
Late registration starts on May 17, 2018.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Webinar Registration
Member Fee: $40.00$40.00$40.00
Non-Member Fee: $80.00$80.00$80.00