Donors and their advisors often consider creating and operating separate charities to accomplish important philanthropic goals. Is a new charity really necessary? If so, can it be viable? What form should it take? What is involved in running a successful charity? What problems should be anticipated? And what should be done when the charity fulfills its mission or runs into insurmountable obstacles?
This program is designed to provide all attendees a robust, multi-disciplinary examination of how the stages in the life of a charity relate to each other, the legal issues involved, and how and when to invite other advisors (business, management, real estate, employment, bankruptcy, etc.), into the process to help address issues and challenges. The program will engage Fellows ranging from the curious to those who are highly experienced in guiding and designing philanthropic organizations. It also will serve as a comprehensive refresher for those who advise clients who serve on charitable boards as well as Fellows who serve on boards themselves.
Session I - The Philanthropic Spark An examination of the fundamental questions associated with the reasons a client wants to support particular charitable causes including:
Speakers:
Edward Jay Beckwith, Washington, DC (Moderator) Martin Hall, Boston, MA Anne LeBleu, Arabella Advisors, Washington, DC Michelle A.W. McKinnon, Richmond, VA Shelley Whelpton, Arabella Advisors, Washington, DC
Session II - Getting Organized Things to consider when choosing between a public charity, private operating foundation, supporting organization, or private grant making foundation. Topics to be addressed include:
Merry Balson, Centennial, CO Professor Susan N. Gary, Eugene, OR
Session III - Getting Launched: The Operational Challenges This session will review:
Session IV - Confronting the Unexpected and Remaining Relevant in an Ever-Changing World This session will examine and consider:
Martin Hall, Boston, MA (co-Moderator) Michelle A.W. McKinnon, Richmond, VA (co-Moderator) Jeanette Lodwig, Seattle Foundation, Seattle, WA Andrew Schulz, Arabella Advisors, Washington, DC
Session V - Leaving a Legacy with Grace and Dignity This final session will conclude with:
Edward Jay Beckwith, Washington, DC (Moderator) Professor Susan N. Gary, Eugene, OR Martin Hall, Boston, MA Michelle A.W. McKinnon, Richmond, VA
ACTEC 2017 Summer Stand Alone June 14 - 15, 2017 Seattle, WA