Hear an overview of all private foundation rules, from filing the Form 990-PF to public disclosure rules and the self-dealing rules. This survey of the rules will empower you to know when to raise questions with a legal professional.
By the end of this session, you will be able to:
- Identify simple ways to follow the public disclosure rules
- Restate the definition of disqualified persons and know the three steps to identify potential self-dealing
Speaker
Andrew Schulz
Principal, Adler & Colvin
Andrew is a Co-Chair of the Exempt Organizations’ Subcommittee on Private Foundations of the American Bar Association (EO Committee, Tax Law Section) and the DC Bar Association.
He is a frequent speaker at national conferences, including the American Bar Association, Georgetown Law Representing & Managing Tax-Exempt Organizations, the University of Texas School of Law Nonprofit Organizations Institute, and other national and regional events.
Full Foundations 101 Virtual Series Schedule
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Module 1: Intro to Philanthropy and Foundation Administration – Tuesday, July 28
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Module 3: Legal Basics – Tuesday, August 4
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Module 4: Investment Management Oversight – Thursday, August 6
Registration Fees
| Entire Series | Individual Module | |
|---|---|---|
| Exponent Philanthropy Members | $465 | $135 |
| NonMembers | $725 | $230 |
Registration and Other Policies
Before the webinar, you will receive your unique webinar access information. By registering for this program, participants agree to Exponent Philanthropy’s Participant Guidelines. Please contact us by email or at 202-580-6560 if you have any questions.
Members can access past webinars in our webinar archive.-6560 if you have any questions.