My Way: What is the Donor’s Best Charitable Game?
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Private foundations, supporting organizations and donor advised funds each offer unique benefits suited to particular charitable players and philanthropists. This program will cover the house rules of these different options to help you lead your philanthropic clients to the right table for their game. This program will explore: the basic rules applicable to private foundations; the effect of the Pension Protection Act (and subsequent regulations) on supporting organizations; and the practical implications of the new playing field.
CE
CPE Learning Objectives
Upon completion of this course, you should be able to:
- Understand how the Pension Protection Act of 2006 (and the subsequent enacted regulations) affected the use of supporting organizations and donor advised funds.
- Understand the future limited use of supporting organizations and why a private foundation is often the best option.
- Understand what type of client would use which grant-making entity.
Delivery Method: Group-live setting
Earn 1 CPE Credits for this session. Number of credit hours earned based on 50 minutes of talk. Change if more than one hour.
Field of Study: Charitable planning (grant-making)
Program Level Overview
Prerequisites – There are no prerequisites or advanced preparation for this session – Change if there are any prerequisites.
Who should attend? Everyone at all levels
CFP
Program Summary: One program given with lecture and powerpoint.
Private foundations, supporting organizations and donor advised funds each offer unique benefits suited to particular charitable players and philanthropists. This program will cover the house rules of these different options to help you lead your philanthropic clients to the right table for their game. This program will explore: the basic rules applicable to private foundations; the effect of the Pension Protection Act (and subsequent regulations) on supporting organizations; and the practical implications of the new playing field.
Learning Objective(s): The rules applicable to private foundations, donor advised funds, and supporting organizations, how the Pension Protection Act made supporting organizations and donor advised funds less flexible, and what type entity is best for what type of client objective.
Level of Complexity Overview
