Adler & Colvin is a group of seasoned attorneys based in San Francisco, deeply committed to serving the legal needs of the nonprofit sector. The firm brings an unrivaled depth of expertise and passion to its representation of tax-exempt organizations and individual philanthropists.
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.
3-4:14 p.m. ET
Intermediaries, used properly, can be powerful tools to enable foundations, charities, and donors to achieve their goals, enhance their effectiveness, and be more efficient. These, and other advantages, have led to increased interest and use of intermediaries. Whether you are new to working with intermediaries, have been at it for years, or even if you are an intermediary, this session examines different types of intermediaries and how people commonly work with them. Also, discuss the advantages and trade-offs inherent in the models, risks that can arise, and how to maximize benefits and reduce challenges.
Presenters:
3:15-4:50 p.m. CT