Agenda–At–A–Glance

Monday, July 11, 2005

7:30 a.m.—1:30 p.m.

Continental breakfast and lunch will be provided. Morning sessions for the Institute for New Grantmakers are concurrent with the special seminar.

Are you in the planning stage or just now establishing a new foundation? This seminar is designed to provide legal and practical information to beginners in philanthropy.

Cole Wilbur, trustee and former CEO of The David and Lucile Packard Foundation, and Andrew Schulz, deputy general counsel of the Council on Foundations, will provide an overview of the key legal and practical issues that arise when creating a foundation. This informative small group discussion provides a collegial environment for you to learn from the experts and get answers to your questions.

The seminar will be structured around the following major foundation start-up topics:

• Legal formation issues: corporations and trusts, nonprofits in general, types of foundations, federal exempt status and state tax exemptions
• Practical formation issues: foundation values, goals, roles of boards and staff, grants management, and board and family member dynamics
• Legal operational issues: private foundation rules, state and federal filing requirements, public disclosure rules, funding issues and advisors
• Foundation stewardship: communications, foundation effectiveness, evaluation and compensation.

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