Forming & Operating a Private Foundation: How to Avoid the Landmines and Enjoy Your Philanthropic Work

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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