Private Foundation Essentials

We invite you to join us on Tuesday, Aug. 7, 2025, for the Not-for-Profit Essentials: Private Foundation Essentials webinar. Unlock the secrets to successfully managing a private foundation with our comprehensive webinar. This session provides you with a deep understanding of the fundamentals of private foundations, addressing common questions and highlighting the unique characteristics that set them apart from other charitable entities.

We will delve into strategic planning opportunities to ensure your private foundation operates effectively within regulatory boundaries while achieving its charitable goals. Learn how to navigate the complexities of compliance, maximize your foundation's impact, and maintain its integrity and public trust.

Join us to gain valuable insights and practical tips that will empower you to lead your private foundation with confidence and success.

PRESENTERS

• Sarah Wine, CPA | Shareholder

• Sarah Huang, CPA, MST | Principal

• Lisa McCreedy, CPA | Senior Manager

• Celia Davis, CPA | Senior Manager

• Danielle Wright, CPA, MST | Tax Manager
• Fran Olson, CPA, MST | Principal

WHO SHOULD ATTEND

• Leaders of small private foundations
• CFOs, controllers, and accountants new to private foundations
• Private foundation directors, trustees, and officers
• Investment advisors and financial professionals
• Family office managers and advisors
• Philanthropic individuals considering a private foundation structure
• Anyone else looking for a refresher on private foundation basics

EVENT INFORMATION

• Date: August 7, 2025
• Time: 9:00 a.m. to 1:00 p.m. (with breaks)
• CPE: 4 credit hours
• Cost: $100
• Platform: Zoom Webinar

TIME: 9:00 am - 1:00 pm PDT

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