Cummings & Lockwood

WEBINAR: Operating Charitable Entities: Help clients choose their philanthropic paths through a private foundation or donor-advised fund

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December 11, 2019

Stefania L. Bartlett and Cara Howe Santoro, attorneys in the Private Clients Group of Cummings & Lockwood will present a Webinar on Wednesday, December 11, 2019 at 2:00 p.m. EST hosted by WealthManagement.com and moderated by Susan Lipp, Editor-in-Chief of Trusts & Estates Magazine.

Not knowing the different types of foundations—and when a client should instead contribute to a public charity or a donor-advised fund (DAF)—can be dangerous to a client’s wealth and philanthropic objectives.  This webinar will explore private foundations (PFs) and DAFs, including factors to consider when thinking of creating a PF or establishing a DAF; and will compare the varying income tax consequences, administrative responsibilities, tax compliance and filing requirements, permissible grants, family legacy planning and termination.

For more information or to register for this webinar, please click here.