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X-WR-CALDESC:Events for Brown | Streza
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BEGIN:VEVENT
DTSTART;TZID=UTC:20260326T120000
DTEND;TZID=UTC:20260326T131500
DTSTAMP:20260413T122817
CREATED:20260310T234320Z
LAST-MODIFIED:20260310T234320Z
UID:6809-1774526400-1774530900@www.brownandstreza.com
SUMMARY:Forming & Operating a Private Foundation: How to Avoid the Landmines and Enjoy Your Philanthropic Work
DESCRIPTION:This presentation will discuss the most common mistakes private foundations make. \nRegister via Zoom \nWhile 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. \nThis 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: \n\nThe problem areas start-up private foundations must avoid\nThe key differences between a trust-form and a corporate-form private foundation\nHow to avoid common self-dealing violations\nMethods to make qualifying distributions beyond merely making grants\n\n  \nSpeaker: Casey S. Hale and  Alexander “Zan” Schindler
URL:https://www.brownandstreza.com/event/forming-operating-a-private-foundation-how-to-avoid-the-landmines-and-enjoy-your-philanthropic-work-march26/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/webp:https://www.brownandstreza.com/wp-content/uploads/2024/08/Forming-Operating-a-Private-Foundation.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20251210T120000
DTEND;TZID=UTC:20251210T131500
DTSTAMP:20260413T122817
CREATED:20250710T173058Z
LAST-MODIFIED:20251118T223533Z
UID:6431-1765368000-1765372500@www.brownandstreza.com
SUMMARY:Trump 2.0: Year-End Report in Education Priorities and Important Legal Updates
DESCRIPTION:Join us for an in-depth year-end update on the Trump administration’s education policies and legal decisions impacting schools\, higher education\, and religious liberty. \nWe will review and provide an update on the Trump administration’s progress in implementing its education priorities… \n\nreturning education policymaking and decisions to the states\nreconfiguring the U.S. Department of Education\nreshaping institutions of higher education\n\nWe will also provide updates and outcomes in recent legal decisions involving schools and institutions of higher education that may have religious liberty implications. \nRSVP here \n  \nPresented by: Heather A. Lachenauer\, J.D.\, M.A. \nModerated by: John C. Peiffer II\, J.D.\, A.M. \n  \nEvent Timeline:  \n\n12:00 pm – 1:00 pm Presentation\n1:00 pm – 1:15 pm Optional Q&A
URL:https://www.brownandstreza.com/event/trump-2-0-the-new-administrations-education-priorities-and-an-update-on-important-legal-cases-for-schools-part-4/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/jpeg:https://www.brownandstreza.com/wp-content/uploads/2025/07/New-Branding-Webinar-LI-graphics-43.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20251112T120000
DTEND;TZID=UTC:20251112T131500
DTSTAMP:20260413T122817
CREATED:20250710T181953Z
LAST-MODIFIED:20250710T182625Z
UID:6444-1762948800-1762953300@www.brownandstreza.com
SUMMARY:Philanthropic Strategies for Successful Families
DESCRIPTION:You may be familiar with the statement “Charity begins at home\,” but the complete proverb actually says “Charity begins at home\, but should not end there.” This webinar will take this proverb a step further by providing an overview of three common tools successful families use to organize and execute on their charitable goals. \nOverview of Philanthropy Vehicles \n\n\n\nPrivate Foundations\nDonor Advised Funds\nType 1 Supporting Organizations\n\n\n\n  \nAssessment \n\n\n\nTax Efficiency\nLegal/Compliance Issues\nControl\nDonor Privacy\n\n\n\n  \nWe invited you to RSVP here.  \n  \nPresented by: John C. Peiffer II\, J.D.\, A.M. and Casey S. Hale \nEvent Timeline:  \n\n12:00 pm – 1:00 pm Presentation\n1:00 pm – 1:15 pm Optional Q&A
URL:https://www.brownandstreza.com/event/philanthropic-strategies-for-successful-families-2/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/jpeg:https://www.brownandstreza.com/wp-content/uploads/2025/07/New-Branding-Webinar-LI-graphics-45.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250821T120000
DTEND;TZID=UTC:20250821T133000
DTSTAMP:20260413T122817
CREATED:20250710T172353Z
LAST-MODIFIED:20250806T154353Z
UID:6425-1755777600-1755783000@www.brownandstreza.com
SUMMARY:Models of Church Growth: Mergers & Acquisitions
DESCRIPTION:Offering 1.0 hour of CLE credit.  \nAs more churches are considering mergers\, acquisitions\, and affiliation arrangements with other churches\, legal counsel must navigate increasingly complex tax\, governance\, and structural issues. \nJoin Brown & Streza partners Casey S. Hale and John C. Peiffer for a legal deep-dive into the transactional frameworks that churches are using to grow. This presentation explores: \n\nStructures for church mergers and acquisitions\nChurch affiliation arrangements\nLegal and tax considerations\n\n  \nThis is a valuable resource for attorneys and accountants advising churches\, schools\, and faith-based nonprofits. We invite you to RSVP here.  \n  \nPresented by: John C. Peiffer II\, J.D.\, A.M. and Casey S. Hale \nEvent Timeline:  \n\n12:00 pm – 1:00 pm Presentation\n1:00 pm – 1:30 pm Optional Q&A and Case Studies
URL:https://www.brownandstreza.com/event/models-of-church-growth-mergers-acquisitions/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/jpeg:https://www.brownandstreza.com/wp-content/uploads/2025/07/New-Branding-Webinar-LI-graphics-42.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250812T113000
DTEND;TZID=UTC:20250812T130000
DTSTAMP:20260413T122817
CREATED:20250520T151034Z
LAST-MODIFIED:20250710T180817Z
UID:6236-1754998200-1755003600@www.brownandstreza.com
SUMMARY:“Not-Too-Basic” Basic Estate Planning for High-Net-Worth and Ultra-High-Net-Worth Families
DESCRIPTION:Presented by: Michael Offenheiser \nOffering 1.0 hour of CLE and CPE credit \nJoin us for an in-depth presentation on Foundational Estate Planning for High-Net-Worth and Ultra-High-Net-Worth Families: Why it Requires More Than Just the Basics. \nThis presentation will explore how foundational estate planning—covering essentials like powers of attorney\, health care directives\, wills\, and living trusts—can become significantly more complex for high-net-worth and ultra-high-net-worth families. You’ll learn about the unique strategies and considerations required to address their needs effectively. \nKey topics include: \n\nhow to create a robust\, flexible trust structure that can evolve with time while preserving the core objectives of the plan;\nthe usefulness of incorporating a “directed trustee” structure with an “investment” trustee or “distribution” trustee;\nbest practices for protecting future beneficiaries from becoming “trust fund babies;”\nintegration of irrevocable trusts that are often already in place\, or will be put in place in the future\, including the establishment and exercise of “powers of appointment;”\nand more!\n\n  \nJoin Us at 100 Spectrum Center Drive\, 12th Floor* at 11:30 am for networking and a complimentary lunch. The presentation will begin at 12:00 pm. \n*Located at a neighboring building while Brown & Streza is under construction \n  \nPlease enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Phone *		\n			event? you Title\n			\n		\n		Organization *Job Title *How did you hear about this event? *Questions for the PresenterRSVP
URL:https://www.brownandstreza.com/event/not-too-basic-basic-estate-planning-for-high-net-worth-and-ultra-high-net-worth-families/
LOCATION:100 Spectrum Center Drive\, 12th Floor\, 100 Spectrum Center Drive\, 12th Floor\, Irvine\, California\, 92618
ATTACH;FMTTYPE=image/jpeg:https://www.brownandstreza.com/wp-content/uploads/2025/05/New-Branding-Webinar-LI-graphics-40.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250611T120000
DTEND;TZID=UTC:20250611T131500
DTSTAMP:20260413T122817
CREATED:20250407T225530Z
LAST-MODIFIED:20250528T154548Z
UID:6162-1749643200-1749647700@www.brownandstreza.com
SUMMARY:Trump 2.0: A Mid-Year Report and Important Legal Updates
DESCRIPTION:Earn 1.0 hour of CLE credit \nJoin us for an in-depth update on the Trump administration’s education policies and legal decisions impacting schools\, higher education\, and religious liberty. \n\nWe will review and provide an update on the Trump administration’s progress in implementing its education priorities…\n\nreturning education policymaking and decisions to the states\nenforcing the definition of sex as biological “male” and “female” in Title IX\nholding schools accountable in the application of Title VI\nreshaping institutions of higher education\, highlighting the events taking place at Harvard and Columbia and the proposed plan to raise taxes on university endowments\n\n\nWe will also provide updates and outcomes in recent school and employment legal decisions that may have religious liberty implications.\n\n  \nWe hope you will join us on June 11th! RSVP here.  \n  \nPresented by: Heather A. Lachenauer\, J.D.\, M.A. \nModerated by: John C. Peiffer II\, J.D.\, A.M. \n  \nEvent Timeline:  \n\n12:00 pm – 1:00 pm Presentation\n1:00 pm – 1:15 pm Optional Q&A
URL:https://www.brownandstreza.com/event/trump-2-0-mid-year-report/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/jpeg:https://www.brownandstreza.com/wp-content/uploads/2025/04/New-Branding-Webinar-LI-graphics-29.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250520T113000
DTEND;TZID=UTC:20250520T130000
DTSTAMP:20260413T122817
CREATED:20250423T163701Z
LAST-MODIFIED:20250423T163907Z
UID:6160-1747740600-1747746000@www.brownandstreza.com
SUMMARY:Basics and Beyond Living Trusts
DESCRIPTION:Presented by: Michael Offenheiser \nOffering 1.0 hour of CLE and CPE credit \nWe invite you and your clients to join us for an insightful seminar designed to complement and enhance the guidance you already provide. This session will explore estate planning fundamentals and beyond—equipping you with tools to help your clients preserve wealth\, minimize tax exposure\, and plan for long-term family well-being. \nWhat We’ll Cover: \n\nCurrent Estate & Gift Tax laws: what’s changing and what it means for your clients\nPlanning for what happens in the event of incapacity\nAvoiding probate\, legal delays\, and unnecessary costs\nCreating smooth transitions and promoting family harmony\nEnsuring prudent management of property\nProtecting from creditors\, predators\, taxes\, and waste\nEngaging the next generation in legacy and wealth stewardship\n\n  \nJoin Us at 100 Spectrum Center Drive\, 12th Floor* at 11:30 am for networking and a complimentary lunch. The presentation will begin at 12:00 pm. \n*Located at a neighboring building while Brown & Streza is under construction \nPlease enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Phone Number *Organization *Job Title *		\n			Phone about hear\n			\n		\n		How did you hear about this event?  *Questions for the PresenterRSVP
URL:https://www.brownandstreza.com/event/basics-and-beyond-living-trusts/
LOCATION:100 Spectrum\, 12th Floor\, 100 Spectrum\, 12th Floor\, Irvine\, United States
ATTACH;FMTTYPE=image/jpeg:https://www.brownandstreza.com/wp-content/uploads/2025/04/New-Branding-Webinar-LI-graphics-30.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250408T120000
DTEND;TZID=UTC:20250408T131500
DTSTAMP:20260413T122817
CREATED:20250228T172821Z
LAST-MODIFIED:20250228T183018Z
UID:6001-1744113600-1744118100@www.brownandstreza.com
SUMMARY:Private Foundations: 5 Most Frequently Asked Questions and 5 Things You Probably Don’t Know
DESCRIPTION:Private foundations are often misunderstood and sometimes maligned as a philanthropic vehicle. Although private foundations are subject to stringent laws\, there are nevertheless plenty of ways private foundations can carry out creative and effective philanthropic initiatives. They are not limited merely to grant making. \nJoin Casey and Zan to learn about the five questions they are most frequently asked regarding private foundations as well as five things you might not know you can do with a private foundation. Click here to RSVP. \nPresenters:  \nCasey S. Hale \nAlexander “Zan” Schindler
URL:https://www.brownandstreza.com/event/pf-5-most-faq/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/jpeg:https://www.brownandstreza.com/wp-content/uploads/2025/02/New-Branding-Webinar-LI-graphics-27.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250312T120000
DTEND;TZID=UTC:20250312T130000
DTSTAMP:20260413T122817
CREATED:20250212T203923Z
LAST-MODIFIED:20250212T212703Z
UID:5977-1741780800-1741784400@www.brownandstreza.com
SUMMARY:Trump 2.0: The New Administration’s Education Priorities and An Update on Important Legal Cases for Schools
DESCRIPTION:President Trump and his administration have established clear priorities in a number of areas likely to impact schools. \nWe will discuss these priorities and their implications for secondary schools and institutions of higher education. We will also provide an update on recent cases that may impact schools and school policies. \nWe hope you will join us on March 12th! Click here to RSVP. \n  \nPresented by: Heather A. Lachenauer\, J.D.\, M.A. \nModerated by: John C. Peiffer II\, J.D.\, A.M.
URL:https://www.brownandstreza.com/event/trump-2-0-the-new-administrations-education-priorities-and-an-update-on-important-legal-cases-for-schools/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/jpeg:https://www.brownandstreza.com/wp-content/uploads/2025/02/New-Branding-Webinar-LI-graphics-26.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250227T113000
DTEND;TZID=UTC:20250227T130000
DTSTAMP:20260413T122817
CREATED:20250131T012451Z
LAST-MODIFIED:20250212T215252Z
UID:5920-1740655800-1740661200@www.brownandstreza.com
SUMMARY:“Not-Too-Basic” Basic Estate Planning for High-Net-Worth and Ultra-High-Net-Worth Families
DESCRIPTION:Presented by: Michael Offenheiser \nOffering 1.0 hour of CLE and CPE credit \nJoin us for an in-depth presentation on Foundational Estate Planning for High-Net-Worth and Ultra-High-Net-Worth Families: Why it Requires More Than Just the Basics. \nThis presentation will explore how foundational estate planning—covering essentials like powers of attorney\, health care directives\, wills\, and living trusts—becomes significantly more complex for high-net-worth and ultra-high-net-worth families. You’ll learn about the unique strategies and considerations required to address their needs effectively. \nKey topics include: \n\nhow to create a robust\, flexible trust structure that can evolve with time while preserving the core objectives of the plan;\nthe usefulness of incorporating a “directed trustee” structure with an “investment” trustee or “distribution” trustee;\nbest practices for protecting future beneficiaries from becoming “trust fund babies;”\nintegration of irrevocable trusts that are often already in place\, or will be put in place in the future\, including the establishment and exercise of “powers of appointment;”\nand more!\n\n  \nJoin Us at our office at 11:30 am for networking and a complimentary lunch. The presentation will begin at 12:00 pm. \n  \nEvent at Capacity – Join Our Waitlist! \nThank you for your interest in this presentation. This event has reached full capacity\, but we’ve started a waitlist. If a spot opens up\, we’ll notify you as soon as possible! \nPlease enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Phone Number *Organization *Job Title *		\n			 Email event?\n			\n		\n		How did you hear about this event?  *Questions for the PresenterRSVP
URL:https://www.brownandstreza.com/event/not-too-basic-basic-estate-planning-for-high-net-worth-and-ultra-high-net-worth-families-copy/
LOCATION:Brown & Streza\, LLP\, 40 Pacifica\, 15th Floor\, Irvine\, CA\, 92618\, United States
ATTACH;FMTTYPE=image/png:https://www.brownandstreza.com/wp-content/uploads/2025/01/New-Branding-Webinar-LI-graphics-300-x-150-px-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20241119T100000
DTEND;TZID=UTC:20241119T230000
DTSTAMP:20260413T122817
CREATED:20240822T010154Z
LAST-MODIFIED:20241022T030507Z
UID:2160-1732010400-1732057200@www.brownandstreza.com
SUMMARY:Religious Liberty Update Part 3: Cases Affecting Churches\, Religious Ministries\, and Schools
DESCRIPTION:Join Brown & Streza attorneys for a discussion on a number of questions as they review recent and ongoing court cases. \nRegister via Zoom \nHow much protection does the First Amendment provide in churches’ self-government? How does federal law protect churches’ property rights? Join Brown & Streza attorneys for a discussion on these questions and more as they review recent and ongoing court cases. \nPresented by: Paul Schmitt and Heather A. Lachenauer\, J.D.\, M.A.
URL:https://www.brownandstreza.com/event/religious-liberty-update-part-3-cases-affecting-churches-religious-ministries-and-schools/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/webp:https://www.brownandstreza.com/wp-content/uploads/2024/08/Religious-Liberty-Update-Part-3-Cases-Affecting-Churches-Religious-Ministries-and-Schools.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20241114T120000
DTEND;TZID=UTC:20241114T130000
DTSTAMP:20260413T122817
CREATED:20240822T005851Z
LAST-MODIFIED:20241022T030414Z
UID:2148-1731585600-1731589200@www.brownandstreza.com
SUMMARY:Philanthropic Strategies for Successful Families
DESCRIPTION:This webinar will provide an overview of three common tools successful families use to organize and execute on their charitable goals. \nRegister via Zoom \nYou may be familiar with the statement “Charity begins at home\,” but the complete proverb actually says “Charity begins at home\, but should not end there.” This webinar will take this proverb a step further by providing an overview of three common tools successful families use to organize and execute on their charitable goals. \nPresented by: John C. Peiffer II and Casey S. Hale \nOverview of Philanthropy Vehicles \n\nPrivate Foundations\nDonor Advised Funds\nType 1 Supporting Organizations\n\nAssessment \n\nTax Efficiency\nLegal/Compliance Issues\nControl\nDonor Privacy
URL:https://www.brownandstreza.com/event/philanthropic-strategies-for-successful-families/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/webp:https://www.brownandstreza.com/wp-content/uploads/2024/08/Philanthropic-Strategies-for-Successful-Families.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20241022T100000
DTEND;TZID=UTC:20241022T111500
DTSTAMP:20260413T122817
CREATED:20240822T005006Z
LAST-MODIFIED:20241022T030134Z
UID:2119-1729591200-1729595700@www.brownandstreza.com
SUMMARY:Forming & Operating a Private Foundation: How to Avoid the Landmines and Enjoy Your Philanthropic Work
DESCRIPTION:This presentation will discuss the most common mistakes private foundations make. \nRegister via Zoom \nWhile 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. \nThis 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: \n\nThe problem areas start-up private foundations must avoid\nThe key differences between a trust-form and a corporate-form private foundation\nHow to avoid common self-dealing violations\nMethods to make qualifying distributions beyond merely making grants\n\n  \nSpeaker: Casey S. Hale
URL:https://www.brownandstreza.com/event/forming-operating-a-private-foundation-how-to-avoid-the-landmines-and-enjoy-your-philanthropic-work/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/webp:https://www.brownandstreza.com/wp-content/uploads/2024/08/Forming-Operating-a-Private-Foundation.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20241017T100000
DTEND;TZID=UTC:20241017T113000
DTSTAMP:20260413T122817
CREATED:20240822T004440Z
LAST-MODIFIED:20240912T231551Z
UID:2103-1729159200-1729164600@www.brownandstreza.com
SUMMARY:Keeping the Faith: Legal Strategies to Fortify Your Ministry
DESCRIPTION:Strategies to Protect your Religious Liberty and Identity \nRegister via Zoom \nAs part of a three-part series\, we will discuss: \n\nCorporate restructuring strategies learned from the business world\nHow to navigate challenges to corporate restructuring\nCase studies illustrating how these strategies are implemented\n\nPresented by: John C. Peiffer II and Casey S. Hale \n  \nSchedule\n\n\n\n\nPresentation \n10:00 AM – 11:15 AM\n1 hour 15 minutes \n\n\n\n\n\n\n\n\n\n\n\nQ&A \n11:15 AM – 11:30 AM\n15 minutes
URL:https://www.brownandstreza.com/event/keeping-the-faith-legal-strategies-to-fortify-your-ministry/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/jpeg:https://www.brownandstreza.com/wp-content/uploads/2024/08/Religious-Event.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20241001T120000
DTEND;TZID=UTC:20241001T130000
DTSTAMP:20260413T122817
CREATED:20240925T232253Z
LAST-MODIFIED:20240925T232343Z
UID:4761-1727784000-1727787600@www.brownandstreza.com
SUMMARY:Corporate Transparency Act: Rationale\, Key Considerations for Family Businesses\, and What Comes Next
DESCRIPTION:Join us and Family Enterprise USA for an insightful webcast on the Corporate Transparency Act\, hosted by Partner\, Matt Brown\, specifically designed for family-owned businesses. Gain expert insights into the Corporate Transparency Act\, understand future legislative changes\, and receive practical guidance on navigating complex reporting obligations\, ensuring your family-owned business is fully prepared for evolving regulations. \nReserve Your Spot
URL:https://www.brownandstreza.com/event/corporate-transparency-act-rationale-key-considerations-for-family-businesses-and-what-comes-next/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/jpeg:https://www.brownandstreza.com/wp-content/uploads/2024/09/Corporate-Webinar-10-01-2024.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20240926T120000
DTEND;TZID=UTC:20240926T131500
DTSTAMP:20260413T122817
CREATED:20240822T002113Z
LAST-MODIFIED:20240822T003952Z
UID:2051-1727352000-1727356500@www.brownandstreza.com
SUMMARY:Private Foundations and Donor Advised Funds: A Comparison of These Two Philanthropic Heavyweights
DESCRIPTION:This presentation will cover the advantages and disadvantages of each type of charitable entity. \nRegister via Zoom \nPhilanthropically-minded clients are often advised to consider establishing a charitable vehicle as a part of their overall estate or wealth-management plan. By default\, many advisors recommend a donor advised fund (“DAF”) as the preferred charitable vehicle. While a DAF is a great option for some\, a private foundation offers benefits that may make it a better option in many circumstances. This presentation will cover the advantages and the disadvantages of each type of charitable entity to help you better understand whether a private foundation\, a DAF\, or both will best help your clients achieve their philanthropic goals. You will learn: \n\nThe differences between private foundations and donor advised funds\nHow a private foundation can be used together with a DAF\nOperational parameters of each type of charitable entity\n\nSpeakers: Casey S. Hale and Alexander “Zan” Schindler
URL:https://www.brownandstreza.com/event/private-foundations-and-donor-advised-funds-a-comparison-of-these-two-philanthropic-heavyweights/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/webp:https://www.brownandstreza.com/wp-content/uploads/2024/08/Private-Foundations-and-Donor-Advised-Funds.webp
END:VEVENT
END:VCALENDAR