Private foundations face an array of challenges that many organizations don’t—from minimum distribution requirements to excise or income taxes on self-dealing, taxable expenditures, excess business holdings, and unrelated business income—to name a few.

Join us for our 2023 Private Foundation Conference, in which we’ll cover topics to help you navigate your foundation’s financial and operational complexity. This virtual event offers CPE credit and features presentations from industry professionals on the following topics:

• Board governance and communication
• Donor-advised funds
• Legislative updates and hot topics
• Outsourcing: how and when to outsource grants compliance, or accounting and finance work
• Form 990-PF: attorney versus CPA perspective
• 501c4
• Diversity, equity, and inclusion practices

Day One

• 9 AM–9:05 AM: Welcome Message
• 9:05 AM–10:05 AM: Private Foundation Taxable Expenditures and Internal Controls 
• 10:10 AM–11:40 AM: How and When to Outsource: Grant Compliance, Accounting, and Human Capital
• 12:20 PM–1:20 PM: Current Legislative and Guidance Updates in the World of Philanthropy 
• 1:25 PM–2:25 PM: Ask the Experts Panel 

Day Two

• 9 AM–9:05 AM: Welcome Message
• 9:05 AM–10:05 AM: Accountant versus Attorney: 990-PF Through a Different Lens 
• 10:10 AM–11:10 AM: 501(c)(4): Rules, Guidance, and Opportunities 
• 11:50 AM–12:50 PM: Embedding and Operationalizing DEIBJ in Our Missions and Programs 
• 12:55 PM–1:55 PM: Leading with Purpose: Essential Traits of Highly Effective Foundation Boards 
• 2 PM–3 PM: Ask the Experts Panel