Fri, Sep 22
|Brown & Streza
Forming & Operating a Private Foundation: How to Avoid the Landmines and Enjoy Your Philanthropic Work
This presentation will discuss the most common mistakes private foundations make.

Time & Location
Sep 22, 9:30 AM – 11:15 AM
Brown & Streza, 40 Pacifica, 15th Floor, Irvine, CA 92618
About the Event
Click below to register for in-person or virtual webinar:
- In-Person Registration: click here
- Virtual Registration: click here
Speaker: Casey S. Hale and Zan Schindler
While there are stringent rules governing private foundations, forming and operating a private foundation need not be complex or dangerous. Understanding the rules applicable to private foundations will minimize the risk of noncompliance and help ensure operating the foundation remains a fulfilling endeavor.
This presentation will discuss the most common mistakes private foundations make. Stepping on these landmines can expose a foundation and its managers to excise taxes and distract the foundation from its primary mission. You will learn:
- The problem areas start-up private foundations must avoid
- The key differences between a trust-form and a corporate-form private foundation
- How to avoid common self-dealing violations
- Methods to make qualifying distributions beyond merely making grants
Schedule
30 minutesIn-Person Networking & Continental Breakfast
1 hour 15 minutesIn-Person | Virtual Presentation