Private Foundation Handbook and Compliance Guide, 2019

Private Foundation Handbook and Compliance Guide provides comprehensive coverage of the legal, tax, and business aspects of forming and operating a family foundation. From grantmaking to investment management, accounting procedures to tax filings, and funding the foundation to protecting it from liability, this handbook provides coverage of all the issues a family foundation faces.This valuable resource provides forms, checklists, questionnaires, training forms, and other items to help provide the professional assistance every foundation needs.

Headquartered in Bellevue, Washington, Clark Nuber is an award-winning CPA and consulting firm providing services to clients for more than six decades. Their clients are leaders of nonprofit organizations, high-net-worth individuals, and commercial business owners. Clark Nuber professionals built a practice around the specialized knowledge these three groups require. Understanding the interdependency of these practice areas means Clark Nuber takes an integrated approach to serving clients with multiple service needs. One of Clark Nuber’s strategic visions is “support and care for the community.” Many of the nearly 200 employees are involved in more than 70 charitable and community organizations, as well as serving on nearly 50 nonprofit and professional boards. Senior leaders in the firm frequently speak at educational forums both locally and nationally. Everyone at Clark Nuber is dedicated to continuous learning and sharing knowledge with clients, peers, and the community. The Private Foundation Handbook and Compliance Guide is a manifestation of this generous philosophy. Clark Nuber also authors The Form 990 Compliance Guide which is published by Wolters Kluwer. In 2016, Clark Nuber, in partnership with Wolters Kluwer, began offering a six- part series of 2 hour webinars; Form 990 Essentials. Clark Nuber’s nationally-recognized use of technology allows them to serve clients across the country and around the world just as effectively as those in the Pacific Northwest. JERRY J. MCCOY, Esq. is an independent attorney in Washington, D.C., specializing in charitable tax planning, tax-exempt organizations, and estate planning. He holds law degrees from Duke University and New York University. A member of the American Law Institute and a fellow of both the American College of Trust and Estate Counsel (ACTEC) and the American College of Tax Counsel, Mr. McCoy is listed in Who’s Who in America, Who’s Who in American Law, and The Best Lawyers in America. A frequent presenter at planned giving, tax, and estate planning seminars, he serves on the adjunct faculties at the Georgetown University Law Center and the University of Miami Law School. He is chairman of the Charitable Planning and Exempt Organizations Committee of ACTEC. Mr. McCoy is co-founder and co-editor of Charitable Gift Planning News, a monthly newsletter.