Future-Proof Foundations: Insights for Family Offices and Corporate Foundation Managers

Gain the tools to navigate the complexities of foundation management.

Join us for a webinar on common missteps, mistakes and challenges made in corporate and family foundations. This session is designed for families that oversee their own foundations and managers/executives operating private foundations on behalf of their companies.

Explore the most frequent pitfalls well-meaning foundation managers face and strategies to navigate them successfully while avoiding IRS penalties.

Learning Objectives:

• Review key regulations and laws governing private foundations.
• Identify major IRS enforcement issues, including self-dealing and reputational risks.
• Explore strategies to enhance financial management and tax benefits for foundations.
• Discuss future trends and compliance for aligning foundations with charitable missions.

Speakers

• Katy Brown, Partner, Armanino Advisory LLC
• Chris Mays, Partner, Armanino Advisory LLC
• Paul Nuttall, Senior Manager, Armanino Advisory LLC