Private Foundation Requirements and Restrictions

Working with private foundations, whether you are an attorney, accountant, other advisor, or a staff member, requires that you have at least a basic understanding of the regulatory environment in which the foundations operate. It is important to learn the current developments affecting charitable giving and private foundations and how to avoid pitfalls that can lead to penalties for failure to comply with the applicable IRS provisions and regulations. This live webinar will provide you with an overview of the relevant provisions of the internal revenue code and treasury regulations pertaining to foundations, and aid you in understanding the latest developments in foundation tax law, management and governance.

Learning Objectives:

- You will be able to review governance and administration.

- You will be able to describe private foundation investments.

- You will be able to explain private foundation grantmaking and taxable expenditures.

- You will be able to discuss reporting and disclosure.