Our speakers will cover the basics of private foundations, including what they are, the basic requirements for creating and maintaining them, which clients will benefit from creating them, their tax implications and how they differ from donor-advised funds. They’ll also answer your pre-submitted questions on private foundations and DAFs.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Speakers
Gillian Howell
Head of Client Advisory Solutions
Foundation Source
Alvina H. Lo
Chief Wealth Strategist, Executive Vice President
Wilmington Trust
Susan Lipp - Moderator
Editor in Chief
Trusts & Estates
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