Jun 2015

Foundation Finance Affinity Group: Navigating Private Foundation Excise Tax Rules

10:00am to 12:00pm
Location Title: 
Washington Regional Association of Grantmakers
Join your fellow foundation CFOs and finance staff to hear from industry expert Andrew Schulz, General Counsel for Arabella Advisors, on how to navigate the 1% and 2% excise tax rules and avoid costly penalties.
Event type: 
Sep 2017

Foundation Finance Affinity Group | Applying an Equity Lens to the Finance Function

10:00am to 12:00pm
Location Title: 
WRAG's office

Equity has become a key topic in the philanthropic community. Many foundations are embracing equity and working to incorporate it into all aspects of their work, both internally and externally. What does this mean for foundations from a finance perspective?

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May 2018

Foundation Finance Affinity Group: Looking for Returns in Alternative Places

9:30am to 11:30am
Location Title: 
WRAG's Office

Elevated equity evaluations, low yields, and the expectation of higher volatility as we head into 2018 make alternative investments an attractive option for investors. However, a number of issues need to be discussed before a foundation considers adding alternative investments to its portfolio.

Event type: