Fiduciary Responsibilities and Legal Basics in Family Philanthropy

As West Virginia’s leading voice and premier resource for philanthropy, Philanthropy West Virginia is committed to helping its members fulfill their charitable goals. Through its programs and services, Philanthropy WV helps funders become more efficient, effective grantmakers.
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Fiduciary Responsibilities and Legal Basics in Family Philanthropy

August 10, 2023 @ 12:00 pm - 1:15 pm

What are the basic fiduciary duties, governance policies, and legal responsibilities that each family philanthropy board member must understand and abide by? Join this session to better understand the fundamental and nuanced federal and state laws regulating charitable giving, including self-dealing, payout, fiscal agency, excise tax, required filings, and much more. A leading expert on family foundation tax law will make these concepts accessible and enjoyable.

This webinar is available only to Philanthropy WV members. To RSVP, please email our Director of Operations Chad Matlick at chad@philanthropywv.org

This is part of the Fundamentals of Family Philanthropy Webinar Series from the National Center of Family Philanthropy.

Details

Date:
August 10, 2023
Time:
12:00 pm - 1:15 pm
Event Category:

Other

Topics
Finance
Audience
Family Foundation

Venue

WV United States + Google Map
Program Cancellation Policy

Philanthropy West Virginia reserves the right to cancel or reschedule our education programs. Programs may be canceled because of, but not limited to: speaker and or facilitator illness, inclement weather conditions, or less than 3 registered participants.

You will be notified of the cancellation within 24 hours of a virtual event and within 5 days of an in person event via email. Thank you for your understanding. See the full cancellation policy.