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Corporate philanthropy webinar series
March 13 @ 1:00 pm – 2:00 pm EDT
This webinar series will discuss common issues relating to the creation and operation of corporate charitable vehicles and issues and risks associated with those vehicles.
Sessions in this series include:
- Establishing your company’s corporate foundation or donor-advised fund: What you need to know (Feb. 21 at 1 p.m. Eastern)
- Corporate foundation management: Prudent policies and practices (March 13 at 1 p.m. Eastern)
- Corporation fundraising: Hosting a charity event – guidelines and best practices (April 24 at 1 p.m. Eastern)
Learning objectives
After participating in this series, attendees will be able to:
- Identify the different types of charitable vehicles used in a corporate setting for charitable and philanthropic activities
- Identify how to establish each type of charitable vehicle and the operational and compliance issues for each
- Recognize areas of risk that can be managed by policy implementation
- Define steps needed and best practices for policy implementation
- Identify the considerations for hosting a charitable fundraiser
- Identify how to operationalize a charitable fundraiser and the required reporting obligations
Continuing professional education
Prerequisites: None
Program level: Basic
Advance preparation: None
Delivery method: Webinar (group internet based)
Field of study: Tax
Each session is recommended for 1.0 hour of CPE credit.
Note: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the LIVE presentation. Crowe is unable to grant CPE credit for groups viewing the webinar or for viewing on-demand recordings of the webinar.
There is no registration fee for participating in this webinar; therefore, there is no cancellation fee.Additional CPE information
Presenters
Diane Kirmaci, Principal,Tax
Lori A. McLaughlin, Partner, Tax
Shira Fuller, Tax
Who should attend?
Individuals in, or considering, any position in corporate philanthropy or foundations, including:
- Foundation board members
- Foundation staff
- Corporate relations
- Finance
- Legal
Additional information
For additional information, please contact Allison Hill.
