We invite you to join us for a comprehensive discussion where experts in the philanthropic community will share their thoughts about the current market environment and how it impacts a private foundation’s grantmaking and future plans.
Key Topics
- Current market climate and giving strategies
- Grantmaking considerations, such as multi-year or conditional grants
- Due diligence and other considerations in the grantor and grantee relationship
- Recent trends and distribution requirements
- Looking ahead to the future
Who Should Attend
Foundation Board Members, Executives, Chief Financial Officers, Controllers, Program Officers and other private foundation professionals.
Hosts
PKF O’Connor Davies
Anan A. Samara, EA, Partner
Scott A. Brown, CPA, Partner
Joseph L. Ali, CPA, Partner
Featured Speakers
Amy Holmes, Director, Rockefeller Philanthropy Advisors
Richard A. Ribeiro, Chief Financial and Operations Officer, Turrell Fund
CPE Credits
1 CPE Credit in Specialized Knowledge
No prerequisites or advanced planning required
Program Level: Basic / Delivery Method: Group Internet Based
For information regarding complaint and/or program cancellation policies, please contact the PKF O’Connor Davies CPE Firm Administrator at 914.381.8900.
PKF O’Connor Davies is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.