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This webinar discusses the necessary state and federal forms finance staff must file. You will also hear the latest on federal tax reform and new taxes being implemented on foundations.
The Pension Protection Act of 2006 (PPA) created many changes, particularly in the administration of donor-advised and scholarship funds. It is essential that any community foundation involved in these activities have a thorough understanding of the Pension Protection Act and its implications for fund management.
These sample disclosure forms ask individuals to list their affiliations with other entities that might potentially affect their independent decision making in order to identify potential conflicts of interest based on an expansive definition of affiliated persons.