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DONOR ADVISED FUNDS AND PRIVATE FOUNDATIONS

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 1, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelAdvanced
Course Description

Participants in this session will learn the similarities and differences between donor advised funds and private foundations and when and how to use these two powerful charitable giving platforms.

Course Objectives:


  • Understand what a donor advised fund is (and what it is not)

  • Understand what a private foundation is (and what it is not)

  • Learn when and how to use these two tools separately and in combination

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Testimonials
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Lloyd Doletski (Self Employed)

"The speaker spoke in a fluent manner. The information was presented at a reasonable pace. I had no questions on the information presented. The displays were easy to read, very informative and answered any questions, which came to mind . The speaker was skilled in utilizing the displays in presenting the information of the webinar."

Catherine Thomas (Catherine E Thomas CPA)

"Very informative presentation on DAF and Foundations which have become more and more popular as boomers retire and with the TCJA. I learned a lot and information was presented clearly and to the point with examples. Thanks."
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Maria Montoya (KCE)

"The webinar was short and sweet. The speaker did a great job pointing out the key comparisons between private foundations and donor advised funds, speaking in plain terms we could understand. Thank you!"

Patrick OsBourne (Atlas Summit Inc)

"Good course presented effectively; absolutely must-know information for anyone working in the area of tax issues involving non-profits and charitable donations."
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Karl Tyminski (BiState Development)

"As Treasurer of a Foundation, I have had a number of questions about donor advised funds. This webinar cleared up many of my questions. Very well done!"

Rebecca Felix (H&R Block)

"A great introduction to an important area of the not-for-profit world. The presenter was well-versed and the presentation was very informative."
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Bernard Blayer (Blayer & Associates CPA P.C.)

"Covered the possibilitiesof using donor advised funds and private foundations and compared and contrasted them very clearly. A useful hour."
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JOHN KULLANDER (JOHN R KULLANDER, EA)

"One of the best, if not the best presentation on this subject I have ever heard. Very complete and thorough discussion of the subject."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ted Batson

CapinCrouse, LLP
Partner, Tax Counsel
tbatson@capincrouse.com
(317) 885-2620 x1150

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A certified public accountant and licensed attorney, Ted advises exempt organizations of all sizes on a wide range of issues, including tax and employee benefit related matters, representation before state and federal tax authorities, and assistance with firm audit or advisory engagements to formulate advice and counsel on important operating and tax issues. Ted also assists clients with general tax issues, unrelated business income, charitable solicitation, compensation planning and reporting, and missionary employment structures. Prior to joining CapinCrouse, Ted served as Executive Vice President of Professional Services at Renaissance Administration LLC.

About Our Presenter

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Since 1972, CapinCrouse has served domestic and international outreach organizations, universities and seminaries, foundations, media ministries, rescue missions, relief and development organizations, churches and denominations, and many others by providing support in the key areas of financial integrity and security. In addition, CapinCrouse members regularly contribute to policy decisions that impact our nation’s nonprofit entities.

As a result of this extensive experience, CapinCrouse has a deep understanding of nonprofit operations and know the ever-changing needs and the importance of financial accountability in this unique environment.