Private Foundation Essentials

Private Foundation Essentials

Join us on Thursday, Aug. 7, 2025, for Clark Nuber's Not-for-Profit Essentials: Private Foundation Essentials.

By Clark Nuber PS

Date and time

Location

Online

Refund Policy

Refunds up to 7 days before event

Agenda

9:00 AM - 9:55 AM

Primer

Sarah Huang

Historical background, legal basics, and accounting considerations for private foundations

9:55 AM - 10:00 AM

Break

10:00 AM - 11:00 AM

Oversight of Private Foundations

Frances Olson

Celia Davis

Keeping your private foundation safe from the pitfalls of self-dealing, excess business holdings, and taxable expenditures

11:00 AM - 11:15 AM

Break

11:15 AM - 12:10 PM

Overview of Form 990-PF Compliance

Lisa McCreedy

Danielle Wright

Walkthrough of the Form 990-PF and highlight of key sections to review

12:10 PM - 12:15 PM

Break

12:15 PM - 1:00 PM

Private Foundation Grantmaking Strategies

Sarah Wine

Sarah Huang

Strategies beyond basic grantmaking for private foundations to reach those with the greatest need, including use of program related investments, grants to individuals, and foreign grantmaking

About this event

  • Event lasts 4 hours

We invite you to join us on Thursday, 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 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


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. PDT (with breaks)
  • CPE: 4 credit hours
  • Cost: $100
  • Platform: Zoom Webinar

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


Disclaimer:

It has come to our attention that in order to comply with NASBA CPE Standards, individuals licensed in a state that requires program sponsors to be on the NASBA Registry List will need to have their camera on during the entire webinar. Please check your State Board rules in order to determine if this applies to you.

Tags

Organized by

Clark Nuber PS

Please contact Lindsay Rose with any questions.

lrose@clarknuber.com

$100