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Private Foundations Event: Best Practices, Tax Updates & 990 Mistakes to Avoid

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Best Practices In Uncertain Times, Tax Developments and Common Mistakes to Avoid on Your 990-PF


Private foundations play a critical role in addressing social and environmental issues – especially in uncertain and challenging times. Observing best practices can help donors to create the impact they seek. Additionally, understanding the new developments; tax forms and common errors and omissions to avoid is key to maximizing your Foundation's giving potential.

Join us on Thursday, March 11th for this FREE virtual event when we will hear from experts addressing your questions. Claire Costello, Managing Director with Bank of America, Private Bank Philanthropic Solutions Group and Bryan Pautsch, Nonprofit Tax Expert with VonLehman CPA & Advisory Firm will discuss the regulatory changes; common errors/ omissions on the Form 990-PF and trends and best practices in family philanthropy.

About the Speakers

Bryan Pautsch, Nonprofit Tax Expert, joined VonLehman as an established and reputable nonprofit tax professional with over 25 years of experience with a Top 50 accounting firm. He has focused his entire career on tax specialization within the nonprofit industry. Having led the nonprofit tax vertical for his previous firm, Bryan now occupies the role of nonprofit tax leader at VonLehman. In the early stages of his career, Bryan established himself as an authority in service of nonprofit organizations. His passion for the nonprofit industry yields vast experience across virtually all industry sectors including civic, community, healthcare, Greek, religious, educational and cultural organizations, as well as private foundations and trade associations, among others. Bryan frequently speaks on exempt topics and organizational structure through a variety of industry events.

Claire Costello is a Managing Director, Senior Philanthropic Strategist for Philanthropic Solutions at Bank of America. She is a recognized expert in philanthropy. Her reputation results from her involvement with a variety of non-profit ventures and her extensive work assisting high-net-worth individuals and families in identifying and fulfilling their philanthropic ambitions. She supports clients in making a broad range of philanthropic decisions concerning the design and execution of their giving strategies and is responsible for providing thought leadership and identifying best practices for both philanthropic families and nonprofit institutions. Previously, Claire founded and managed the Citigroup Private Bank global Philanthropic Advisory Service. She also practiced law as a litigator in both the public and private sectors, prior to which she clerked in the U.S. District Court. Claire is a graduate of Amherst College and New York University School of Law. Claire has served as Vice Chair of the Board of Directors of The National Center for Family Philanthropy, on the Council of the Women’s Philanthropy Institute, on the Advisory Board of GlobalGiving, the Hewlett Foundation Donor Education Committee, and the Block Island Land Trust. Claire does not provide legal advice in her role at Bank of America.