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Leveraging Charitable Intent - Planning Options - PF vs. SO vs. DAF

Session Date: 
Jun 22, 2017 - 4:15pm5:30pm

Session Tracks:

This session is an interactive session and a follow up to session 34.

  • Learn the the most prevalent types of philanthropic vehicles—including private foundations, private operating foundations, donor-advised funds, and supporting organizations—and their distinguishing characteristics;
  • Learn to summarize the pros and cons of each vehicle and to describe the relevant factors in determining which vehicle is appropriate and under what circumstances (summarized in a convenient handout);
  • Explore specific situations faced by hypothetical philanthropists and their tax advisers – analyzed from the initial expression of charitable intent through selection of the charitable vehicle and beyond

Field of Study:

Session Type:

Session Focus:


Title Speaker Details Session ID
Jeff Schragg CPA, JD, BDO USA LLP, Partner 34, 38, UP11
Jan Smith CPA, JD, Crowe Horwath LLP, Tax Senior Manager 34, UP11, 62