Legal Issues

Foundation Planning Guide

The Foundation Planning Guide covers 14 scenarios that high-net-worth clients commonly face that directly affect their investment planning, tax and estate planning, and charitable planning, and it shows how a private foundation can be used to address them.

Wednesday, August 17, 2016
Paul Newman's Foundation Fights Looming 200 Percent Tax

WASHINGTON, DC -- When Robert Forrester comes to Washington for several days in September, he will have a familiar, but pressing, task on his agenda: meeting with lawmakers and staffers on Capitol Hill to make what might be the biggest pitch of his decades-long career in philanthropy. Forrester, the president and chief executive officer of Newman's Own Foundation, has spent the last five years building support for legislation to save the foundation and open the door to more innovation across the nonprofit world. If Congress doesn't act soon, the foundation could face a whopping 200 percent tax at the end of 2018—a problem Forrester told Bloomberg BNA is an “existential” issue.

Tuesday, February 4, 2014 - 9:00am
Navigating Legal and Ethical Issues

The Council invites you to participate in a skill-building session that will help you understand how to navigate the winding waters of legal and ethical issues in the field.