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In my practice, I am frequently asked about private foundations. Yes, they are charitable 501(c)(3) organizations, but they are subject to some rules that are unique from other 501(c)(3)s. Why is there a distinction? What are some of those key rules? And how can planned giving officers better understand and steward private foundation donors and individual donors who are also involved with their own family foundations? This session will be beneficial to any planned giving officer, whether brand new or seasoned.
Victoria Bejarano Muirhead is an attorney at Stoel Rives LLP who specializes in nonprofit law. She advises nonprofit organizations on a range of matters, from formation and tax exemption to governance to charitable giving. She works with many different types of nonprofit organizations, including grantmaking foundations, institutions of higher education, and social services organizations.
Prior to becoming an attorney, Victoria worked in development at Stanford University, Oregon Health and Science University Foundation, and Innovation Law Lab.
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