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AICPA Private Foundation Summit Logo aicpa

  Free |   AICPA |   12 Mar 2020 |   Taxes |   AICPA Store

Attend this

The Private Foundation Summit assembles some of the most creative, strategic and experienced faculty on private foundations in the nation. This full-day Summit features true thought leaders in philanthropy, and promises to be practical, innovative, and insightful.

Are you working with clients who need to propel their foundation forward but are worried about the additional demands of the current economic environment? Do you want to know how to successfully discuss establishing a PF with your high-net-worth clients? Private foundations continue to be one of the most important and desired components of the wealth strategy of high-net-worth individuals.

The Summit is a full-day event featuring true thought leaders in philanthropy and experienced faculty on private foundations. Get practical insight you canâ?™t get anywhere else:

  • Understand the life cycle of a private foundation
  • Comply with rules on self-dealing and taxable expenditures
  • Identify trends in family philanthropy
  • Gain a practical understanding of the activities of operating and non-operating foundations
  • Evaluate the boundaries and benefits of advocating to government officials on behalf of foundations

This is your chance to work with some of the most creative, strategic and experienced faculty on private foundations (PF) in the nation. You won’t want to miss this full-day event featuring thought leaders in philanthropy who will guide you with practical and innovative insights into the work you do and clients you serve.

Who Should Attend

Private foundation leaders, payout and investment advisers, strategists, management and operations professionals, officers, grant makers, grantee assessors, CPAs, attorneys and representatives from financial institutions.

Tax Section Members, PFP Section Members, PFS Credential Holders Save an Additional $100.00
When you log onto this website with your AICPA member user account, the section discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or

Find out more information on the Tax Section Website.
Find out more information on the PFP Section Website.

Topics covered:
  • Not-for-profit: Technical: Tax & regulatory, Intermediate
  • Not-for-profit: Technical: Tax & regulatory, Advanced
  • Not-for-profit: Technical: Governance, Intermediate
  • Not-for-profit: Technical: Governance, Advanced