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Webinar Recording

PSW Webinar Recording: Private Foundations 101 - Best Practices & Cautionary Tales

Publication date: 
06/2018
In this webinar, nonprofit law expert Jonathan Blum of Polsinelli P.C. will provide an overview of the intricate rules and regulations that govern the foundation world - what you need to know, but might be afraid to ask! Topics will range from self-dealing to tipping to excise taxes and more. Great for those new to the foundation world, and those wanting a refresher! Learning objectives: Understand the tax requirements for private foundations Understand the difference between public charities and private foundations Learn the causes of tipping Recognize elements of self-dealing
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Webinar Recording: 2013 Investment Performance of Grantmaking Foundations

Publication date: 
09/2014
Bill Jarvis of Commonfund leads a discussion around the recently released Council on Foundations- Commonfund FY2013 Study of Investments for Private Foundations and the FY2013 Commonfund Benchmarks Study of Community Foundations. These reports include investment research on a broad range of topics in the foundation sector, including investment returns, portfolio management, asset allocation, spending rate and policy, debt, fees and expenses, liquidity, investment office staffing, consultant use and investment committees. Private and community foundations of all sizes from across the U.S. have...