Community foundations are increasingly presented with gifts of real estate, privately held businesses, and other non-cash assets. While these gifts can provide transformational support, they also come with legal, financial, and operational complexities. Join us for an insightful webinar to explore best practices for evaluating and managing complex asset donations. Real life examples will be presented along with recommendations for evaluating whether a gift may or may not be right for your foundation.
Key Topics:
- What due diligence should be conducted before accepting a gift?
- How can a foundation mitigate risks associated with real estate or business ownership?
- When is it appropriate to decline a gift?
- What legal and tax considerations must be addressed?
- How can a foundation effectively communicate policies to donors?
Speaker:
- Robin Ferriby, Senior Counsel, Clark Hill, PLC
The webinar is free for CEONet members. Non-members may attend the webinar for $49.
NOTE: All CEONet events are strictly for CEO and Executive Director attendees only