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Creative Grant Making for Private Foundations

Session Date: 
Jun 23, 2017 - 7:30am–8:45am

Session Tracks:

  • Tax

Domestic and international grant making can be rewarding and sometimes complex, but it’s really not that difficult. Join us for this session as we review applicable IRS regulations and provide best practices. During this session, we will discuss:

  • Social impact investing
  • Expenditure responsibility (ER) – the “ins” and “outs” of meeting the standards
  • PRIs
  • International grant-making, anti-terrorism rules, and income tax withholding

Field of Study:

  • Tax

Session Type:

  • Concurrent

Speakers

Title Speaker Details Session ID
Jane Searing CPA, Clark Nuber PS, Shareholder 51, 55
Jennifer Becker Harris Clark Nuber PS, Principal 26, 51