Private Foundations: What Should be Keeping You Up at Night

Philanthropy Southwest, 2014 Annual Conference, Phoenix, Arizona

“Cradle to grave” in scope, this reference outline and presentation incorporate the fundamental factors of the organization, creation, and operation of private foundations from formation to termination and everything in between.  Intended as an overview of planning considerations for the practitioner to help clients define and achieve their philanthropic goals, this is a great resource if you want to learn more about the life cycle of a foundation.