Contact The Philadelphia Foundation for event and ticket information.
Friday, November 06, 2009 from 7:30 AM - 9:00 AM (ET)
November 6th - RSVP by November 2nd
Private Foundations, Donor-Advised Funds and Alternatives: Which Vehicle is the Best for Your Client?
Presented by Laura Solomon, Esq., Laura Solomon, Esq. & Associates and Virginia P. Sikes, Esq., Montgomery McCracken Walker & Rhoads LLP
How should you respond when a family tells you it wants to establish a private foundation, or close their existing private foundation? This session will outline the factors to consider in determining whether a private foundation is the best vehicle to serve your client's philanthropic needs. It will cover advantages, disadvantages, and alternatives, to enable you to better assist your clients in furthering their charitable goals.
The Philadelphia Foundation has been committed to improving the quality of life in Bucks, Chester, Delaware, Montgomery, and Philadelphia counties for 90 years, through funds established by our donors.
As a public charity community foundation, we manage more than $270 million in assets in more than 775 charitable funds, maximizing the strategic impact of charitable contributions.
The Philadelphia Foundation's first obligation is to support the intentions of donors who have created funds. Individuals, families, businesses and organizations establish permanent charitable funds that help our region meet the challenges of changing times. We invest and administer these funds and award the distributions as grants and scholarships.
Our work is overseen by a volunteer board of leading citizens and run by professionals with expertise in the region’s needs.
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