Jun 22, 2017 - 4:15pm–5:30pm
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